HWMO
Heritage Wealth Management (Ohio)’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Sell |
12,942
-524
| -4% | -$152K | 1.21% | 13 |
|
|
2025
Q1 | $4.07M | Sell |
13,466
-100
| -0.7% | -$30.2K | 1.38% | 13 |
|
|
2024
Q4 | $3.75M | Sell |
13,566
-135
| -1% | -$37.3K | 1.25% | 13 |
|
|
2024
Q3 | $3.95M | Sell |
13,701
-256
| -2% | -$73.8K | 1.3% | 11 |
|
|
2024
Q2 | $3.52M | Buy |
+13,957
| New | +$3.52M | 1.18% | 13 |
|