Elevation Wealth Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.6K | Hold |
140
| – | – | 0.02% | 257 |
|
|
2025
Q1 | $42.3K | Hold |
140
| – | – | 0.02% | 250 |
|
|
2024
Q4 | $38.7K | Hold |
140
| – | – | 0.02% | 251 |
|
|
2024
Q3 | $40.4K | Hold |
140
| – | – | 0.02% | 239 |
|
|
2024
Q2 | $35.7K | Hold |
140
| – | – | 0.02% | 244 |
|
|
2024
Q1 | $36.3K | Hold |
140
| – | – | 0.02% | 246 |
|
|
2023
Q4 | $29.1K | Buy |
+140
| New | +$29.1K | 0.02% | 250 |
|