Cerro Pacific Wealth Advisors’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 | $595K | Sell |
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|
2025
Q1 | $644K | Sell |
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|
2024
Q4 | $674K | Sell |
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|
2024
Q3 | $612K | Hold |
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|
2024
Q2 | $612K | Buy |
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|
2023
Q1 | $495K | Sell |
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|
2022
Q4 | $627K | Buy |
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|
2022
Q3 | $461K | Sell |
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|
2022
Q2 | $524K | Sell |
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|
2022
Q1 | $674K | Buy |
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|
2021
Q4 | $589K | Sell |
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|
2021
Q3 | $563K | Sell |
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|
2021
Q2 | $730K | Buy |
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|
2020
Q4 | $983K | Buy |
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