Mission Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Sell |
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|
2025
Q1 | $3.4M | Buy |
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|
2024
Q4 | $2.57M | Sell |
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|
2024
Q3 | $2.74M | Buy |
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|
2024
Q2 | $2.37M | Sell |
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|
2024
Q1 | $2.45M | Sell |
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|
2023
Q4 | $2.28M | Sell |
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|
2023
Q3 | $2.11M | Sell |
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|
2023
Q2 | $1.98M | Sell |
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|
2023
Q1 | $2.06M | Buy |
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|
2022
Q4 | $2.33M | Buy |
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|
2022
Q3 | $1.84M | Buy |
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|
2022
Q2 | $1.98M | Buy |
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|
2022
Q1 | $2.09M | Sell |
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|
2021
Q4 | $1.89M | Sell |
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|
2021
Q3 | $1.74M | Buy |
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|
2021
Q2 | $1.58M | Sell |
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|
2021
Q1 | $1.57M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $209K | Sell |
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|
2018
Q2 | $215K | Buy |
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|
2018
Q1 | $222K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $231K | Buy |
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|
2017
Q1 | $205K | Sell |
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|
2016
Q4 | $208K | Buy |
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