Congress 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 | $4.53M | Buy |
|
|||||
|
2025
Q1 | $1.76M | Buy |
|
|||||
|
2024
Q4 | $518K | Buy |
|
|||||
|
2024
Q3 | $500K | Buy |
|
|||||
|
2024
Q2 | $416K | Buy |
|
|||||
|
2024
Q1 | $373K | Sell |
|
|||||
|
2023
Q4 | $447K | Buy |
|
|||||
|
2023
Q3 | $378K | Buy |
|
|||||
|
2023
Q2 | $319K | Sell |
|
|||||
|
2023
Q1 | $439K | Sell |
|
|||||
|
2022
Q4 | $503K | Sell |
|
|||||
|
2022
Q3 | $432K | Hold |
|
|||||
|
2022
Q2 | $467K | Sell |
|
|||||
|
2022
Q1 | $532K | Buy |
|
|||||
|
2021
Q4 | $476K | Buy |
|