BerganKDV Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.59M | Sell |
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|
2023
Q1 | $5.7M | Buy |
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|
2022
Q4 | $6.21M | Buy |
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|
2022
Q3 | $4.92M | Buy |
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|
2022
Q2 | $5.06M | Sell |
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|
2022
Q1 | $6.09M | Buy |
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|
2021
Q4 | $5.23M | Sell |
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|
2021
Q3 | $4.81M | Buy |
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|
2021
Q2 | $4.29M | Buy |
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|
2021
Q1 | $4.06M | Buy |
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|
2020
Q4 | $3.82M | Buy |
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|
2020
Q3 | $2.77M | Buy |
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|
2020
Q2 | $2.75M | Buy |
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|
2020
Q1 | $270K | Sell |
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|
2019
Q4 | $386K | Sell |
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|
2019
Q3 | $402K | Buy |
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|
2019
Q2 | $364K | Sell |
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|
2019
Q1 | $349K | Buy |
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|
2018
Q4 | $297K | Sell |
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|
2018
Q3 | $330K | Buy |
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|
2018
Q2 | $285K | Buy |
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|
2018
Q1 | $302K | Sell |
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|
2017
Q4 | $333K | Sell |
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|
2017
Q3 | $397K | Buy |
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