Crestwood Advisors Group’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 | $770K | Buy |
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|
2025
Q1 | $723K | Sell |
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|
2024
Q4 | $1.26M | Buy |
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|
2024
Q3 | $549K | Buy |
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|
2024
Q2 | $437K | Buy |
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|
2024
Q1 | $414K | Buy |
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|
2023
Q4 | $276K | Buy |
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|
2023
Q3 | $242K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $230K | Sell |
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|
2021
Q4 | $214K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $209K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $20K | Buy |
|