Meristem Family Wealth’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$603K Sell
2021
Q4
$916K Sell
2021
Q3
$825K Buy
2021
Q2
$512K Buy
2021
Q1
$423K Hold
2020
Q4
$412K Buy
2020
Q3
$309K Buy
2020
Q2
$335K Sell
2020
Q1
$381K Buy
2019
Q4
$493K Buy
2019
Q3
$505K Hold
2019
Q2
$461K Sell
2019
Q1
$447K Buy
2018
Q4
$356K Sell
2018
Q3
$370K Buy
2018
Q2
$341K Buy
2018
Q1
$339K Buy