LWAM
Legacy Wealth Asset Management’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Buy |
7,292
+1,950
| +37% | +$565K | 0.54% | 43 |
|
|
2025
Q1 | $1.61M | Buy |
5,342
+418
| +8% | +$126K | 0.45% | 58 |
|
|
2024
Q4 | $1.36M | Sell |
4,924
-124
| -2% | -$34.3K | 0.37% | 64 |
|
|
2024
Q3 | $1.46M | Buy |
5,048
+7
| +0.1% | +$2.02K | 0.39% | 71 |
|
|
2024
Q2 | $1.29M | Buy |
5,041
+18
| +0.4% | +$4.59K | 0.36% | 75 |
|
|
2024
Q1 | $1.3M | Buy |
5,023
+1,965
| +64% | +$509K | 0.36% | 69 |
|
|
2023
Q4 | $691K | Sell |
3,058
-12
| -0.4% | -$2.71K | 0.23% | 142 |
|
|
2023
Q3 | $639K | Buy |
3,070
+8
| +0.3% | +$1.67K | 0.23% | 135 |
|
|
2023
Q2 | $590K | Sell |
3,062
-951
| -24% | -$183K | 0.21% | 164 |
|
|
2023
Q1 | $779K | Sell |
4,013
-76
| -2% | -$14.8K | 0.28% | 107 |
|
|
2022
Q4 | $902K | Sell |
4,089
-4
| -0.1% | -$882 | 0.34% | 92 |
|
|
2022
Q3 | $744K | Sell |
4,093
-1,367
| -25% | -$248K | 0.33% | 102 |
|
|
2022
Q2 | $1.07M | Sell |
5,460
-99
| -2% | -$19.5K | 0.44% | 64 |
|
|
2022
Q1 | $1.19M | Buy |
5,559
+57
| +1% | +$12.2K | 0.42% | 65 |
|
|
2021
Q4 | $1.06M | Buy |
5,502
+33
| +0.6% | +$6.38K | 0.36% | 85 |
|
|
2021
Q3 | $949K | Buy |
5,469
+22
| +0.4% | +$3.82K | 0.43% | 71 |
|
|
2021
Q2 | $866K | Buy |
5,447
+75
| +1% | +$11.9K | 0.38% | 95 |
|
|
2021
Q1 | $849K | Buy |
5,372
+11
| +0.2% | +$1.74K | 0.39% | 86 |
|
|
2020
Q4 | $825K | Buy |
+5,361
| New | +$825K | 0.42% | 78 |
|