EWA
EverSource Wealth Advisors’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
4,841
+2,232
| +86% | +$647K | 0.06% | 211 |
|
|
2025
Q1 | $788K | Buy |
2,609
+361
| +16% | +$109K | 0.04% | 291 |
|
|
2024
Q4 | $621K | Buy |
2,248
+312
| +16% | +$86.2K | 0.03% | 327 |
|
|
2024
Q3 | $558K | Buy |
1,936
+49
| +3% | +$14.1K | 0.04% | 304 |
|
|
2024
Q2 | $520K | Buy |
1,887
+82
| +5% | +$22.6K | 0.03% | 306 |
|
|
2024
Q1 | $449K | Sell |
1,805
-306
| -14% | -$76.1K | 0.04% | 288 |
|
|
2023
Q4 | $477K | Sell |
2,111
-332
| -14% | -$75K | 0.04% | 252 |
|
|
2023
Q3 | $509K | Sell |
2,443
-247
| -9% | -$51.4K | 0.05% | 227 |
|
|
2023
Q2 | $518K | Sell |
2,690
-199
| -7% | -$38.3K | 0.06% | 224 |
|
|
2023
Q1 | $561K | Sell |
2,889
-239
| -8% | -$46.4K | 0.07% | 203 |
|
|
2022
Q4 | $690K | Sell |
3,128
-871
| -22% | -$192K | 0.1% | 159 |
|
|
2022
Q3 | $727K | Sell |
3,999
-365
| -8% | -$66.4K | 0.17% | 117 |
|
|
2022
Q2 | $858K | Buy |
4,364
+799
| +22% | +$157K | 0.22% | 82 |
|
|
2022
Q1 | $763K | Buy |
3,565
+1,535
| +76% | +$329K | 0.19% | 104 |
|
|
2021
Q4 | $392K | Buy |
+2,030
| New | +$392K | 0.11% | 144 |
|