Concord Wealth Partners’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 | $2.3M | Sell |
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|
2025
Q1 | $2.73M | Buy |
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|
2024
Q4 | $2.47M | Buy |
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|
2024
Q3 | $1.93M | Buy |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $516K | Buy |
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|
2023
Q3 | $59.3K | Sell |
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|
2023
Q2 | $58.7K | Buy |
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|
2023
Q1 | $41.4K | Sell |
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|
2022
Q4 | $60.5K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $173K | Sell |
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|
2022
Q1 | $216K | Buy |
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|
2021
Q4 | $186K | Buy |
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|
2021
Q3 | $46K | Sell |
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|
2021
Q2 | $125K | Buy |
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|
2021
Q1 | $86K | Buy |
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|
2020
Q4 | $1K | Buy |
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