MSWM
Mowery & Schoenfeld Wealth Management’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Hold |
396
| – | – | 0.17% | 66 |
|
|
2025
Q1 | $120K | Sell |
396
-8
| -2% | -$2.42K | 0.23% | 70 |
|
|
2024
Q4 | $112K | Buy |
404
+67
| +20% | +$18.5K | 0.22% | 64 |
|
|
2024
Q3 | $97.2K | Hold |
337
| – | – | 0.15% | 64 |
|
|
2024
Q2 | $86K | Hold |
337
| – | – | 0.12% | 69 |
|
|
2024
Q1 | $87.3K | Buy |
+337
| New | +$87.3K | 0.17% | 56 |
|