LWM Advisory Services’s Chubb CB Stock Holding History

LWM Advisory Services’s Portfolio CB Stock Details CB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$218K	Hold
2025 Q1	$227K	Sell
2024 Q4	$210K	Hold
2024 Q3	$219K	Buy
2022 Q4	–	Sell
2022 Q3	$223K	Buy