CWS Financial Advisors’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 | $420K | Buy |
|
|||||
|
2025
Q1 | $272K | Hold |
|
|||||
|
2024
Q4 | $249K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $840K | Sell |
|
|||||
|
2023
Q3 | $864K | Sell |
|
|||||
|
2023
Q2 | $820K | Sell |
|
|||||
|
2023
Q1 | $831K | Sell |
|
|||||
|
2022
Q4 | $750K | Buy |
|
|||||
|
2022
Q3 | $806K | Sell |
|
|||||
|
2022
Q2 | $873K | Sell |
|
|||||
|
2022
Q1 | $1.02M | Sell |
|
|||||
|
2021
Q4 | $926K | Buy |
|
|||||
|
2021
Q2 | $764K | Buy |
|
|||||
|
2021
Q1 | $750K | Buy |
|
|||||
|
2020
Q4 | $726K | Sell |
|
|||||
|
2020
Q3 | $633K | Hold |
|
|||||
|
2020
Q2 | $691K | Buy |
|
|||||
|
2020
Q1 | $687K | Hold |
|
|||||
|
2019
Q4 | $687K | Buy |
|