Kestra Private Wealth Services’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 | $9.46M | Buy |
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|
2025
Q2 | $9.68M | Sell |
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|
2025
Q1 | $10.2M | Buy |
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|
2024
Q4 | $8.87M | Buy |
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|
2024
Q3 | $8.8M | Sell |
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|
2024
Q2 | $7.93M | Sell |
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|
2024
Q1 | $8.24M | Sell |
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|
2023
Q4 | $7.24M | Buy |
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|
2023
Q3 | $6.06M | Buy |
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|
2023
Q2 | $5.16M | Buy |
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|
2023
Q1 | $4.92M | Buy |
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|
2022
Q4 | $4.47M | Sell |
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|
2022
Q3 | $3.78M | Buy |
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|
2022
Q2 | $3.34M | Buy |
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|
2022
Q1 | $892K | Sell |
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|
2021
Q4 | $878K | Buy |
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|
2021
Q3 | $784K | Buy |
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|
2021
Q2 | $612K | Sell |
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|
2021
Q1 | $716K | Sell |
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|
2020
Q4 | $1.82M | Buy |
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|
2020
Q3 | $1.35M | Buy |
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