Caldwell Trust’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.6K | Buy |
254
+73
|
|
||||
|
2025
Q1 | $54.7K | Buy |
181
+17
|
|
||||
|
2024
Q4 | $45.3K | Sell |
164
-618
|
|
||||
|
2024
Q3 | $226K | Hold |
782
|
|
||||
|
2024
Q2 | $199K | Hold |
782
|
|
||||
|
2024
Q1 | $203K | Buy |
782
+15
|
|
||||
|
2023
Q4 | $173K | Sell |
767
-45
|
|
||||
|
2023
Q3 | $169K | Hold |
812
|
|
||||
|
2023
Q2 | $156K | Buy |
812
+8
|
|
||||
|
2023
Q1 | $156K | Buy |
804
+287
|
|
||||
|
2022
Q4 | $114K | Buy |
517
+171
|
|
||||
|
2022
Q3 | $62.9K | Sell |
346
-682
|
|
||||
|
2022
Q2 | $202K | Sell |
1,028
-180
|
|
||||
|
2022
Q1 | $258K | Buy |
1,208
+77
|
|
||||
|
2021
Q4 | $219K | Buy |
1,131
+22
|
|
||||
|
2021
Q3 | $192K | Sell |
1,109
-304
|
|
||||
|
2021
Q2 | $225K | Hold |
1,413
|
|
||||
|
2021
Q1 | $223K | Hold |
1,413
|
|
||||
|
2020
Q4 | $217K | Hold |
1,413
|
|
||||
|
2020
Q3 | $164K | Sell |
1,413
-70
|
|
||||
|
2020
Q2 | $188K | Buy |
1,483
+785
|
|
||||
|
2020
Q1 | $78K | Hold |
698
|
|
||||
|
2019
Q4 | $109K | Buy |
+698
|
|