Legacy Financial 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 | $803K | Buy |
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|
2025
Q1 | $824K | Buy |
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|
2024
Q4 | $723K | Sell |
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|
2024
Q3 | $765K | Buy |
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|
2024
Q2 | $634K | Sell |
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|
2024
Q1 | $646K | Buy |
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|
2023
Q4 | $560K | Buy |
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|
2023
Q3 | $489K | Buy |
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|
2023
Q2 | $370K | Buy |
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|
2023
Q1 | $358K | Sell |
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|
2022
Q4 | $443K | Buy |
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|
2022
Q3 | $304K | Sell |
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|
2022
Q2 | $350K | Buy |
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|
2022
Q1 | $372K | Buy |
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|
2021
Q4 | $297K | Buy |
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|
2021
Q3 | $231K | Sell |
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|
2021
Q2 | $212K | Sell |
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|
2021
Q1 | $214K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $92K | Sell |
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|
2018
Q4 | $101K | Buy |
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|
2018
Q3 | $78K | Sell |
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|
2018
Q2 | $85K | Buy |
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|
2018
Q1 | $83K | Sell |
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|
2017
Q4 | $269K | Buy |
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