Carson Advisory’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Buy |
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|
2025
Q1 | $417K | Hold |
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|
2024
Q4 | $381K | Sell |
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|
2024
Q3 | $404K | Sell |
|
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|
2024
Q2 | $380K | Sell |
|
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|
2024
Q1 | $405K | Buy |
|
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|
2023
Q4 | $353K | Buy |
|
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|
2023
Q3 | $322K | Buy |
|
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|
2023
Q2 | $241K | Hold |
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|
2023
Q1 | $243K | Sell |
|
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|
2022
Q4 | $342K | Buy |
|
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|
2022
Q3 | $278K | Sell |
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|
2022
Q2 | $305K | Buy |
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|
2022
Q1 | $311K | Buy |
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|
2021
Q4 | $274K | Buy |
|