Caldwell Trust’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 | $80.2K | Buy |
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|
2025
Q2 | $73.6K | Buy |
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|
2025
Q1 | $54.7K | Buy |
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|
2024
Q4 | $45.3K | Sell |
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|
2024
Q3 | $226K | Hold |
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|
2024
Q2 | $199K | Hold |
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|
2024
Q1 | $203K | Buy |
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|
2023
Q4 | $173K | Sell |
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|
2023
Q3 | $169K | Hold |
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|
2023
Q2 | $156K | Buy |
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|
2023
Q1 | $156K | Buy |
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|
2022
Q4 | $114K | Buy |
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|
2022
Q3 | $62.9K | Sell |
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|
2022
Q2 | $202K | Sell |
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|
2022
Q1 | $258K | Buy |
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|
2021
Q4 | $219K | Buy |
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|
2021
Q3 | $192K | Sell |
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|
2021
Q2 | $225K | Hold |
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|
2021
Q1 | $223K | Hold |
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|
2020
Q4 | $217K | Hold |
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|
2020
Q3 | $164K | Sell |
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|
2020
Q2 | $188K | Buy |
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|
2020
Q1 | $78K | Hold |
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|
2019
Q4 | $109K | Buy |
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