Legacy Capital Wealth Partners’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$707K Sell
2025
Q2
$756K Sell
2025
Q1
$805K Sell
2024
Q4
$788K Sell
2024
Q3
$1.73M Buy
2024
Q2
$813K Buy
2024
Q1
Sell
2023
Q4
$711K Sell
2023
Q3
$681K Buy
2023
Q2
Sell
2023
Q1
$599K Buy
2021
Q2
Sell
2021
Q1
$456K Sell
2020
Q4
$477K Buy