BOK Financial Private Wealth’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $56.9K | Buy |
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|
2025
Q2 | $38.4K | Hold |
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|
2025
Q1 | $40K | Sell |
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|
2024
Q4 | $39.9K | Buy |
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|
2024
Q3 | $39.6K | Hold |
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|
2024
Q2 | $35.1K | Buy |
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|
2024
Q1 | $34.3K | Hold |
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|
2023
Q4 | $29.9K | Hold |
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|
2023
Q3 | $27.6K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $6.02K | Buy |
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|
2022
Q3 | – | Hold |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $323K | Buy |
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|
2021
Q4 | $236K | Buy |
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