Integrated Wealth Concepts’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 | $3.2M | Buy |
|
|||||
|
2025
Q1 | $2.57M | Sell |
|
|||||
|
2024
Q4 | $2.62M | Buy |
|
|||||
|
2024
Q3 | $2.57M | Buy |
|
|||||
|
2024
Q2 | $2.16M | Buy |
|
|||||
|
2024
Q1 | $2.19M | Buy |
|
|||||
|
2023
Q4 | $1.76M | Buy |
|
|||||
|
2023
Q3 | $1.45M | Buy |
|
|||||
|
2023
Q2 | $1.32M | Buy |
|
|||||
|
2023
Q1 | $1.23M | Buy |
|
|||||
|
2022
Q4 | $1.13M | Buy |
|
|||||
|
2022
Q3 | $930K | Buy |
|
|||||
|
2022
Q2 | $901K | Sell |
|
|||||
|
2022
Q1 | $1.23M | Buy |
|
|||||
|
2021
Q4 | $732K | Sell |
|
|||||
|
2021
Q3 | $683K | Buy |
|
|||||
|
2021
Q2 | $457K | Buy |
|
|||||
|
2021
Q1 | $429K | Sell |
|
|||||
|
2020
Q4 | $425K | Sell |
|
|||||
|
2020
Q3 | $353K | Sell |
|
|||||
|
2020
Q2 | $401K | Sell |
|
|||||
|
2020
Q1 | $469K | Buy |
|
|||||
|
2019
Q4 | $567K | Buy |
|