Gilliland Jeter Wealth Management’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.91M Sell
6,591
-26
-0.4% -$7.53K 0.62% 41
2025
Q1
$2M Sell
6,617
-18
-0.3% -$5.44K 0.71% 41
2024
Q4
$1.83M Sell
6,635
-104
-2% -$28.7K 0.62% 40
2024
Q3
$1.94M Buy
6,739
+182
+3% +$52.5K 0.63% 41
2024
Q2
$1.67M Sell
6,557
-151
-2% -$38.5K 0.56% 44
2024
Q1
$1.74M Buy
6,708
+476
+8% +$123K 0.61% 43
2023
Q4
$1.41M Buy
+6,232
New +$1.41M 0.58% 48