GWA
Gratus Wealth Advisors’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
3,503
+99
| +3% | +$28.7K | 0.15% | 60 |
|
|
2025
Q1 | $1.03M | Sell |
3,404
-144
| -4% | -$43.5K | 0.17% | 54 |
|
|
2024
Q4 | $980K | Hold |
3,548
| – | – | 0.16% | 61 |
|
|
2024
Q3 | $983K | Hold |
3,548
| – | – | 0.16% | 61 |
|
|
2024
Q2 | $922K | Sell |
3,548
-148
| -4% | -$38.5K | 0.16% | 60 |
|
|
2024
Q1 | $907K | Hold |
3,696
| – | – | 0.17% | 59 |
|
|
2023
Q4 | $835K | Buy |
+3,696
| New | +$835K | 0.16% | 62 |
|