EverSource 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 | $1.4M | Buy |
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|
2025
Q1 | $788K | Buy |
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|
2024
Q4 | $621K | Buy |
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|
2024
Q3 | $558K | Buy |
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|
2024
Q2 | $520K | Buy |
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|
2024
Q1 | $449K | Sell |
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|
2023
Q4 | $477K | Sell |
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|
2023
Q3 | $509K | Sell |
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|
2023
Q2 | $518K | Sell |
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|
2023
Q1 | $561K | Sell |
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|
2022
Q4 | $690K | Sell |
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|
2022
Q3 | $727K | Sell |
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|
2022
Q2 | $858K | Buy |
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|
2022
Q1 | $763K | Buy |
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|
2021
Q4 | $392K | Buy |
|