FMWA
Forvis Mazars Wealth Advisors’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Buy |
+1,439
| New | +$417K | 0.01% | 316 |
|
|
2025
Q1 | – | Sell |
-1,561
| Closed | -$431K | – | 391 |
|
|
2024
Q4 | $431K | Sell |
1,561
-41
| -3% | -$11.3K | 0.01% | 329 |
|
|
2024
Q3 | $462K | Buy |
+1,602
| New | +$462K | 0.01% | 326 |
|
|
2024
Q2 | – | Sell |
-2,533
| Closed | -$656K | – | 402 |
|
|
2024
Q1 | $656K | Buy |
2,533
+70
| +3% | +$18.1K | 0.02% | 255 |
|
|
2023
Q4 | $557K | Sell |
2,463
-1
| -0% | -$226 | 0.02% | 262 |
|
|
2023
Q3 | $513K | Sell |
2,464
-91
| -4% | -$18.9K | 0.02% | 270 |
|
|
2023
Q2 | $492K | Sell |
2,555
-113
| -4% | -$21.8K | 0.01% | 296 |
|
|
2023
Q1 | $518K | Buy |
2,668
+113
| +4% | +$21.9K | 0.02% | 265 |
|
|
2022
Q4 | $564K | Sell |
2,555
-35
| -1% | -$7.72K | 0.02% | 248 |
|
|
2022
Q3 | $471K | Sell |
2,590
-4
| -0.2% | -$727 | 0.02% | 259 |
|
|
2022
Q2 | $510K | Buy |
2,594
+288
| +12% | +$56.6K | 0.02% | 248 |
|
|
2022
Q1 | $493K | Sell |
2,306
-5
| -0.2% | -$1.07K | 0.02% | 195 |
|
|
2021
Q4 | $447K | Buy |
2,311
+33
| +1% | +$6.38K | 0.02% | 189 |
|
|
2021
Q3 | $395K | Sell |
2,278
-160
| -7% | -$27.7K | 0.02% | 200 |
|
|
2021
Q2 | $387K | Sell |
2,438
-427
| -15% | -$67.8K | 0.02% | 200 |
|
|
2021
Q1 | $453K | Sell |
2,865
-1,723
| -38% | -$272K | 0.02% | 181 |
|
|
2020
Q4 | $706K | Sell |
4,588
-495
| -10% | -$76.2K | 0.04% | 177 |
|
|
2020
Q3 | $590K | Sell |
5,083
-1,692
| -25% | -$196K | 0.03% | 187 |
|
|
2020
Q2 | $858K | Sell |
6,775
-7,482
| -52% | -$948K | 0.06% | 140 |
|
|
2020
Q1 | $1.59M | Sell |
14,257
-5,088
| -26% | -$568K | 0.13% | 83 |
|
|
2019
Q4 | $3.01M | Buy |
19,345
+65
| +0.3% | +$10.1K | 0.22% | 62 |
|
|
2019
Q3 | $3.11M | Buy |
19,280
+5
| +0% | +$807 | 0.25% | 54 |
|
|
2019
Q2 | $2.84M | Sell |
19,275
-434
| -2% | -$63.9K | 0.23% | 61 |
|
|
2019
Q1 | $2.76M | Buy |
19,709
+1,727
| +10% | +$242K | 0.23% | 64 |
|
|
2018
Q4 | $2.32M | Buy |
17,982
+94
| +0.5% | +$12.1K | 0.24% | 56 |
|
|
2018
Q3 | $2.39M | Buy |
17,888
+1,240
| +7% | +$166K | 0.21% | 64 |
|
|
2018
Q2 | $2.12M | Sell |
16,648
-689
| -4% | -$87.5K | 0.21% | 66 |
|
|
2018
Q1 | $2.37M | Buy |
17,337
+820
| +5% | +$112K | 0.24% | 58 |
|
|
2017
Q4 | $2.41M | Buy |
16,517
+967
| +6% | +$141K | 0.24% | 58 |
|
|
2017
Q3 | $2.22M | Buy |
15,550
+945
| +6% | +$135K | 0.24% | 61 |
|
|
2017
Q2 | $2.12M | Sell |
14,605
-17
| -0.1% | -$2.47K | 0.24% | 64 |
|
|
2017
Q1 | $1.99M | Buy |
14,622
+1,019
| +7% | +$139K | 0.24% | 57 |
|
|
2016
Q4 | $1.8M | Buy |
13,603
+588
| +5% | +$77.7K | 0.24% | 58 |
|
|
2016
Q3 | $1.64M | Buy |
13,015
+462
| +4% | +$58K | 0.23% | 54 |
|
|
2016
Q2 | $1.64M | Buy |
12,553
+2,580
| +26% | +$337K | 0.24% | 56 |
|
|
2016
Q1 | $1.19M | Buy |
+9,973
| New | +$1.19M | 0.19% | 65 |
|