Gratus Wealth Advisors’s Chubb CB Stock Holding History

Gratus Wealth Advisors’s Portfolio CB Stock Details CB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.01M	Buy
2025 Q1	$1.03M	Sell
2024 Q4	$980K	Hold
2024 Q3	$983K	Hold
2024 Q2	$922K	Sell
2024 Q1	$907K	Hold
2023 Q4	$835K	Buy