LVW Advisors’s Chubb CB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.36M	Buy	11,604 +250	+2%	+$72.4K	0.37%	36
2025 Q1	$3.43M	Sell	11,354 -202	-2%	-$61K	0.41%	32
2024 Q4	$3.19M	Sell	11,556 -198	-2%	-$54.7K	0.38%	39
2024 Q3	$3.39M	Buy	11,754 +40	+0.3%	+$11.5K	0.43%	37
2024 Q2	$2.99M	Buy	11,714 +416	+4%	+$106K	0.44%	35
2024 Q1	$2.93M	Sell	11,298 -261	-2%	-$67.6K	0.5%	35
2023 Q4	$2.61M	Sell	11,559 -2,341	-17%	-$529K	0.49%	39
2023 Q3	$2.89M	Sell	13,900 -3,427	-20%	-$713K	0.6%	35
2023 Q2	$3.34M	Sell	17,327 -980	-5%	-$189K	0.64%	37
2023 Q1	$3.55M	Sell	18,307 -642	-3%	-$125K	0.69%	38
2022 Q4	$4.18M	Buy	18,949 +29	+0.2%	+$6.4K	0.85%	28
2022 Q3	$3.44M	Buy	18,920 +264	+1%	+$48K	0.77%	33
2022 Q2	$3.67M	Sell	18,656 -1,269	-6%	-$249K	0.75%	35
2022 Q1	$4.26M	Sell	19,925 -20	-0.1%	-$4.28K	0.72%	35
2021 Q4	$3.86M	Sell	19,945 -1,933	-9%	-$374K	0.66%	40
2021 Q3	$3.8M	Sell	21,878 -341	-2%	-$59.2K	0.65%	41
2021 Q2	$3.53M	Buy	22,219 +308	+1%	+$48.9K	0.63%	44
2021 Q1	$3.46M	Sell	21,911 -1,649	-7%	-$260K	0.66%	42
2020 Q4	$3.63M	Sell	23,560 -836	-3%	-$129K	0.73%	37
2020 Q3	$2.83M	Sell	24,396 -1,941	-7%	-$225K	0.62%	46
2020 Q2	$3.34M	Buy	26,337 +2,655	+11%	+$336K	0.8%	37
2020 Q1	$2.65M	Buy	23,682 +4,604	+24%	+$514K	0.7%	43
2019 Q4	$2.97M	Buy	19,078 +466	+3%	+$72.5K	0.67%	45
2019 Q3	$3.01M	Sell	18,612 -832	-4%	-$134K	0.74%	40
2019 Q2	$2.86M	Buy	19,444 +139	+0.7%	+$20.5K	0.79%	34
2019 Q1	$2.7M	Buy	19,305 +2,275	+13%	+$319K	0.72%	42
2018 Q4	$2.2M	Sell	17,030 -1,408	-8%	-$182K	0.74%	41
2018 Q3	$2.46M	Buy	18,438 +595	+3%	+$79.5K	0.69%	37
2018 Q2	$2.27M	Buy	17,843 +1,010	+6%	+$128K	0.72%	38
2018 Q1	$2.3M	Buy	+16,833	New	+$2.3M	0.71%	36