EP 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
Q2 | $4.65M | Buy |
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|
2025
Q1 | $4.6M | Buy |
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|
2024
Q4 | $2.12M | Buy |
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|
2024
Q3 | $2.08M | Buy |
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|
2024
Q2 | $1.62M | Buy |
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|
2024
Q1 | $931K | Buy |
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|
2023
Q4 | $634K | Sell |
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|
2023
Q3 | $643K | Buy |
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|
2023
Q2 | $480K | Sell |
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|
2023
Q1 | $1.32M | Buy |
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|
2022
Q4 | $476K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $498K | Buy |
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|
2022
Q1 | $428K | Sell |
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|
2021
Q4 | $499K | Buy |
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|
2021
Q3 | $254K | Buy |
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|
2021
Q2 | $227K | Sell |
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|
2021
Q1 | $362K | Buy |
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