Montecito Bank & Trust’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $708K | Buy |
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|
2025
Q1 | $771K | Sell |
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|
2024
Q4 | $728K | Sell |
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|
2024
Q3 | $765K | Sell |
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|
2024
Q2 | $680K | Sell |
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|
2024
Q1 | $696K | Sell |
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|
2023
Q4 | $628K | Buy |
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|
2023
Q3 | $564K | Sell |
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|
2023
Q2 | $526K | Sell |
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|
2023
Q1 | $540K | Sell |
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|
2022
Q4 | $850K | Hold |
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|
2022
Q3 | $701K | Sell |
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|
2022
Q2 | $763K | Sell |
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|
2022
Q1 | $842K | Hold |
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|
2021
Q4 | $761K | Hold |
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|
2021
Q3 | $683K | Hold |
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|
2021
Q2 | $626K | Hold |
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|
2021
Q1 | $622K | Hold |
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|
2020
Q4 | $606K | Hold |
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|
2020
Q3 | $457K | Hold |
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|
2020
Q2 | $499K | Sell |
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|
2020
Q1 | $449K | Hold |
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|
2019
Q4 | $625K | Sell |
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|
2019
Q3 | $662K | Hold |
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|
2019
Q2 | $604K | Hold |
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|
2019
Q1 | $574K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $392K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $388K | Hold |
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|
2016
Q1 | $354K | Hold |
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|
2015
Q4 | $347K | Buy |
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