JFS 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 | $111K | Buy |
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|
2025
Q1 | $114K | Hold |
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|
2024
Q4 | $104K | Hold |
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|
2024
Q3 | $109K | Buy |
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|
2024
Q2 | $95.4K | Sell |
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|
2024
Q1 | $97.7K | Sell |
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|
2023
Q4 | $89K | Buy |
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|
2023
Q3 | $77.7K | Buy |
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|
2023
Q2 | $69.1K | Buy |
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|
2023
Q1 | $67.8K | Sell |
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|
2022
Q4 | $80.3K | Buy |
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|
2022
Q3 | $65K | Sell |
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|
2022
Q2 | $74K | Buy |
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|
2022
Q1 | $76K | Sell |
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|
2021
Q4 | $112K | Buy |
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|
2021
Q3 | $95K | Buy |
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|
2021
Q2 | $84K | Hold |
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|
2021
Q1 | $84K | Hold |
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|
2020
Q4 | $82K | Buy |
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|
2020
Q3 | $53K | Sell |
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|
2020
Q2 | $95K | Buy |
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|
2020
Q1 | $51K | Hold |
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|
2019
Q4 | $71K | Hold |
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|
2019
Q3 | $73K | Hold |
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|
2019
Q2 | $67K | Sell |
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|
2019
Q1 | $69K | Buy |
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|
2018
Q4 | $59K | Sell |
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|
2018
Q3 | $69K | Sell |
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|
2018
Q2 | $70K | Buy |
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|
2018
Q1 | $69K | Hold |
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|
2017
Q4 | $74K | Buy |
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|
2017
Q3 | $62K | Hold |
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|
2017
Q2 | $63K | Buy |
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|
2017
Q1 | $50K | Hold |
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|
2016
Q4 | $50K | Hold |
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|
2016
Q3 | $47K | Hold |
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|
2016
Q2 | $49K | Sell |
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|
2016
Q1 | $48K | Buy |
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|
2015
Q4 | $44K | Hold |
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|
2015
Q3 | $39K | Sell |
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|
2015
Q2 | $46K | Sell |
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|
2015
Q1 | $52K | Hold |
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|
2014
Q4 | $53K | Buy |
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|
2014
Q3 | $48K | Sell |
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|
2014
Q2 | $59K | Buy |
|