Center for Financial Planning’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 | $574K | Buy |
|
|||||
|
2025
Q1 | $589K | Buy |
|
|||||
|
2024
Q4 | $502K | Buy |
|
|||||
|
2024
Q3 | $501K | Sell |
|
|||||
|
2024
Q2 | $697K | Buy |
|
|||||
|
2024
Q1 | $686K | Buy |
|
|||||
|
2023
Q4 | $569K | Buy |
|
|||||
|
2023
Q3 | $520K | Buy |
|
|||||
|
2023
Q2 | $468K | Buy |
|
|||||
|
2023
Q1 | $451K | Sell |
|
|||||
|
2022
Q4 | $524K | Buy |
|
|||||
|
2022
Q3 | $386K | Hold |
|
|||||
|
2022
Q2 | $417K | Buy |
|
|||||
|
2022
Q1 | $435K | Buy |
|
|||||
|
2021
Q4 | $377K | Buy |
|
|||||
|
2021
Q3 | $326K | Buy |
|
|||||
|
2021
Q2 | $274K | Buy |
|
|||||
|
2021
Q1 | $271K | Buy |
|
|||||
|
2020
Q4 | $146K | Buy |
|
|||||
|
2020
Q3 | $101K | Buy |
|
|||||
|
2020
Q2 | $82K | Sell |
|
|||||
|
2020
Q1 | $391K | Buy |
|
|||||
|
2019
Q4 | $531K | Buy |
|