FSM 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 | $826K | Buy |
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|
2025
Q2 | $763K | Buy |
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|
2025
Q1 | $792K | Buy |
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|
2024
Q4 | $702K | Sell |
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|
2024
Q3 | $758K | Buy |
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|
2024
Q2 | $653K | Buy |
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|
2024
Q1 | $608K | Sell |
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|
2023
Q4 | $532K | Buy |
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|
2023
Q3 | $487K | Sell |
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|
2023
Q2 | $476K | Sell |
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|
2023
Q1 | $519K | Buy |
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|
2022
Q4 | $508K | Sell |
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|
2022
Q3 | $440K | Buy |
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|
2022
Q2 | $447K | Buy |
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