Evermay 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
Q2 | $489K | Buy |
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|
2025
Q1 | $498K | Sell |
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|
2024
Q4 | $463K | Buy |
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|
2024
Q3 | $473K | Buy |
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|
2024
Q2 | $406K | Sell |
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|
2024
Q1 | $427K | Sell |
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|
2023
Q4 | $381K | Buy |
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|
2023
Q3 | $349K | Buy |
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|
2023
Q2 | $299K | Buy |
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|
2023
Q1 | $294K | Buy |
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|
2022
Q4 | $148K | Buy |
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|
2022
Q3 | $71K | Buy |
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|
2022
Q2 | $61K | Hold |
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|
2022
Q1 | $66K | Hold |
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|
2021
Q4 | $60K | Hold |
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|
2021
Q3 | $53K | Hold |
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|
2021
Q2 | $49K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $315K | Sell |
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|
2019
Q2 | $300K | Sell |
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|
2019
Q1 | $286K | Sell |
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|
2018
Q4 | $269K | Buy |
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|
2018
Q3 | $277K | Buy |
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|
2018
Q2 | $254K | Buy |
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|
2018
Q1 | $212K | Sell |
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|
2017
Q4 | $235K | Sell |
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|
2017
Q3 | $239K | Buy |
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|
2017
Q2 | $234K | Hold |
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|
2017
Q1 | $220K | Hold |
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|
2016
Q4 | $213K | Hold |
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|
2016
Q3 | $203K | Hold |
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|
2016
Q2 | $211K | Buy |
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