GoalVest Advisory’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 | – | Sell |
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|
2025
Q2 | $893K | Buy |
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|
2025
Q1 | $302 | Sell |
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|
2024
Q4 | $12.4K | Sell |
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|
2024
Q3 | $51.3K | Buy |
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|
2024
Q2 | $23K | Hold |
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|
2024
Q1 | $23.3K | Hold |
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|
2023
Q4 | $20.3K | Sell |
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|
2023
Q3 | $19.8K | Buy |
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|
2023
Q2 | $17.3K | Buy |
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|
2022
Q4 | – | Hold |
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|
2022
Q3 | – | Hold |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1K | Buy |
|