Dakota 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
Q3 | $10.2M | Buy |
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|
2025
Q2 | $9.17M | Buy |
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|
2025
Q1 | $8.32M | Sell |
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|
2024
Q4 | $7.85M | Buy |
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|
2024
Q3 | $4.88M | Sell |
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|
2024
Q2 | $4.32M | Buy |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $827K | Buy |
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|
2023
Q2 | $317K | Buy |
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|
2023
Q1 | $298K | Buy |
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|
2022
Q4 | $334K | Sell |
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|
2022
Q3 | $277K | Sell |
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|
2022
Q2 | $309K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $390K | Hold |
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|
2018
Q3 | $390K | Buy |
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|
2018
Q2 | $367K | Buy |
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