CPWA
Cerro Pacific Wealth Advisors’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Sell |
2,054
-278
| -12% | -$80.6K | 0.17% | 103 |
|
|
2025
Q1 | $644K | Sell |
2,332
-6
| -0.3% | -$1.66K | 0.21% | 90 |
|
|
2024
Q4 | $674K | Sell |
2,338
-63
| -3% | -$18.2K | 0.22% | 89 |
|
|
2024
Q3 | $612K | Hold |
2,401
| – | – | 0.23% | 88 |
|
|
2024
Q2 | $612K | Buy |
+2,401
| New | +$612K | 0.23% | 89 |
|
|
2023
Q1 | $495K | Sell |
2,551
-292
| -10% | -$56.7K | 0.27% | 91 |
|
|
2022
Q4 | $627K | Buy |
2,843
+306
| +12% | +$67.5K | 0.33% | 79 |
|
|
2022
Q3 | $461K | Sell |
2,537
-126
| -5% | -$22.9K | 0.28% | 90 |
|
|
2022
Q2 | $524K | Sell |
2,663
-490
| -16% | -$96.4K | 0.33% | 84 |
|
|
2022
Q1 | $674K | Buy |
3,153
+109
| +4% | +$23.3K | 0.41% | 77 |
|
|
2021
Q4 | $589K | Sell |
3,044
-201
| -6% | -$38.9K | 0.37% | 77 |
|
|
2021
Q3 | $563K | Sell |
3,245
-1,346
| -29% | -$234K | 0.41% | 82 |
|
|
2021
Q2 | $730K | Buy |
+4,591
| New | +$730K | 0.54% | 58 |
|
|
2020
Q4 | $983K | Buy |
+6,386
| New | +$983K | 0.59% | 54 |
|