Everhart Financial Group’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 | $623K | Buy |
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|
2025
Q1 | $595K | Buy |
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|
2024
Q4 | $490K | Sell |
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|
2024
Q3 | $526K | Buy |
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|
2024
Q2 | $424K | Buy |
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|
2024
Q1 | $413K | Buy |
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|
2023
Q4 | $321K | Buy |
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|
2023
Q3 | $269K | Buy |
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|
2023
Q2 | $215K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $209K | Sell |
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|
2022
Q2 | $227K | Buy |
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