Compass Wealth Management’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 | $4.58M | Sell |
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|
2025
Q1 | $4.89M | Buy |
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|
2024
Q4 | $4.32M | Buy |
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|
2024
Q3 | $4.48M | Buy |
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|
2024
Q2 | $2.93M | Buy |
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|
2024
Q1 | $2.55M | Buy |
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|
2023
Q4 | $1.72M | Buy |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $773K | Sell |
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|
2023
Q1 | $802K | Hold |
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|
2022
Q4 | $912K | Buy |
|