Legacy Wealth Management (Mississippi)’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 | $3.57M | Sell |
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|
2025
Q2 | $4.27M | Sell |
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|
2025
Q1 | $4.57M | Hold |
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|
2024
Q4 | $4.18M | Sell |
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|
2024
Q3 | $4.56M | Hold |
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|
2024
Q2 | $4.04M | Hold |
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|
2024
Q1 | $4.1M | Hold |
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|
2023
Q4 | $3.58M | Sell |
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|
2023
Q3 | $3.32M | Sell |
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|
2023
Q2 | $3.08M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $842K | Buy |
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