Burke & Herbert Bank & Trust’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Hold |
1,208
| – | – | 0.08% | 180 |
|
|
2025
Q1 | $365K | Hold |
1,208
| – | – | 0.09% | 178 |
|
|
2024
Q4 | $334K | Hold |
1,208
| – | – | 0.08% | 183 |
|
|
2024
Q3 | $348K | Hold |
1,208
| – | – | 0.08% | 182 |
|
|
2024
Q2 | $308K | Buy |
+1,208
| New | +$308K | 0.07% | 188 |
|
|
2021
Q1 | – | Sell |
-1,623
| Closed | -$250K | – | 142 |
|
|
2020
Q4 | $250K | Buy |
+1,623
| New | +$250K | 0.18% | 126 |
|
|
2020
Q1 | – | Sell |
-1,518
| Closed | -$236K | – | 123 |
|
|
2019
Q4 | $236K | Buy |
+1,518
| New | +$236K | 0.18% | 125 |
|