Exencial 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
Q3 | $2.71M | Sell |
|
|||||
|
2025
Q2 | $2.85M | Buy |
|
|||||
|
2025
Q1 | $2.81M | Buy |
|
|||||
|
2024
Q4 | $2.46M | Buy |
|
|||||
|
2024
Q3 | $2.53M | Sell |
|
|||||
|
2024
Q2 | $2.34M | Buy |
|
|||||
|
2024
Q1 | $2.22M | Buy |
|
|||||
|
2023
Q4 | $1.77M | Sell |
|
|||||
|
2023
Q3 | $1.75M | Buy |
|
|||||
|
2023
Q2 | $1.18M | Buy |
|
|||||
|
2023
Q1 | $485K | Buy |
|
|||||
|
2022
Q4 | $514K | Buy |
|
|||||
|
2022
Q3 | $337K | Buy |
|
|||||
|
2022
Q2 | $364K | Buy |
|
|||||
|
2022
Q1 | $370K | Sell |
|
|||||
|
2021
Q4 | $521K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $402K | Buy |
|
|||||
|
2021
Q1 | $389K | Buy |
|