Heritage 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
Q2 | $271K | Hold |
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|
2025
Q1 | $282K | Sell |
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|
2024
Q4 | $262K | Sell |
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|
2024
Q3 | $317K | Buy |
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|
2024
Q2 | $165K | Hold |
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|
2024
Q1 | $167K | Buy |
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|
2023
Q4 | $146K | Buy |
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|
2023
Q3 | $126K | Buy |
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|
2023
Q2 | $117K | Sell |
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|
2023
Q1 | $140K | Buy |
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|
2022
Q4 | $144K | Buy |
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|
2022
Q3 | $69.5K | Hold |
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|
2022
Q2 | $75K | Sell |
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|
2022
Q1 | $91K | Hold |
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|
2021
Q4 | $82K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $8.72K | Buy |
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