LAS
LWM Advisory Services’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Hold |
752
| – | – | 0.15% | 88 |
|
|
2025
Q1 | $227K | Sell |
752
-8
| -1% | -$2.42K | 0.16% | 90 |
|
|
2024
Q4 | $210K | Hold |
760
| – | – | 0.15% | 91 |
|
|
2024
Q3 | $219K | Buy |
+760
| New | +$219K | 0.16% | 88 |
|
|
2022
Q4 | – | Sell |
-1,227
| Closed | -$223K | – | 88 |
|
|
2022
Q3 | $223K | Buy |
+1,227
| New | +$223K | 0.25% | 109 |
|