Clearstead Trust’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 | $534K | Buy |
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|
2025
Q1 | $522K | Sell |
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|
2024
Q4 | $492K | Buy |
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|
2024
Q3 | $23.1K | Hold |
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|
2024
Q2 | $20.4K | Hold |
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|
2024
Q1 | $20.7K | Hold |
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|
2023
Q4 | $18.1K | Hold |
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|
2023
Q3 | $16.7K | Sell |
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|
2023
Q2 | $222K | Buy |
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|
2023
Q1 | $107K | Sell |
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|
2022
Q4 | $254K | Buy |
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|
2022
Q3 | $100K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $101K | Hold |
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|
2020
Q1 | $89K | Hold |
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|
2019
Q4 | $125K | Hold |
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|
2019
Q3 | $129K | Hold |
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|
2019
Q2 | $118K | Sell |
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|
2019
Q1 | $119K | Hold |
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|
2018
Q4 | $109K | Hold |
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|
2018
Q3 | $113K | Buy |
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|
2018
Q2 | $102K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $117K | Hold |
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|
2017
Q3 | $114K | Hold |
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|
2017
Q2 | $116K | Buy |
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