LGT Financial Advisors’s Chubb CB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.16K	Buy	+4	New	+$1.16K	﹤0.01%	379
2024 Q2	–	Sell	-502	Closed	-$130K	–	788
2024 Q1	$130K	Sell	502 -72	-13%	-$18.7K	0.15%	155
2023 Q4	$130K	Hold	574	–	–	0.16%	143
2023 Q3	$119K	Buy	+574	New	+$119K	0.15%	141