Kathleen S. Wright Associates’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $119K | Hold |
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|
2025
Q2 | $122K | Hold |
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|
2025
Q1 | $127K | Hold |
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|
2024
Q4 | $116K | Hold |
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|
2024
Q3 | $121K | Hold |
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|
2024
Q2 | $107K | Hold |
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|
2024
Q1 | $109K | Hold |
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|
2023
Q4 | $94.9K | Hold |
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|
2023
Q3 | $87.4K | Hold |
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|
2023
Q2 | $80.9K | Hold |
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|
2023
Q1 | $81.6K | Hold |
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|
2022
Q4 | $93K | Hold |
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|
2022
Q3 | $76K | Hold |
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|
2022
Q2 | $83K | Hold |
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|
2022
Q1 | $90K | Hold |
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|
2021
Q4 | $81K | Buy |
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