Encompass Wealth 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
Q3 | $623K | Hold |
|
|||||
|
2025
Q2 | $639K | Buy |
|
|||||
|
2025
Q1 | $666K | Hold |
|
|||||
|
2024
Q4 | $609K | Sell |
|
|||||
|
2024
Q3 | $827K | Hold |
|
|||||
|
2024
Q2 | $731K | Hold |
|
|||||
|
2024
Q1 | $743K | Sell |
|
|||||
|
2023
Q4 | $699K | Hold |
|
|||||
|
2023
Q3 | $644K | Hold |
|
|||||
|
2023
Q2 | $596K | Hold |
|
|||||
|
2023
Q1 | $601K | Hold |
|
|||||
|
2022
Q4 | $683K | Hold |
|
|||||
|
2022
Q3 | $563K | Buy |
|
|||||
|
2022
Q2 | $473K | Hold |
|
|||||
|
2022
Q1 | $515K | Hold |
|
|||||
|
2021
Q4 | $465K | Hold |
|
|||||
|
2021
Q3 | $417K | Hold |
|
|||||
|
2021
Q2 | $382K | Hold |
|
|||||
|
2021
Q1 | $415K | Sell |
|
|||||
|
2020
Q4 | $472K | Buy |
|