Nicolet Advisory Services’s Chubb CB Stock Holding History

Nicolet 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	$380K	Sell
2025 Q1	$409K	Sell
2024 Q4	$390K	Sell
2024 Q3	$456K	Buy
2024 Q2	$375K	Buy
2024 Q1	$303K	Buy
2023 Q4	$253K	Buy
2023 Q3	$209K	Buy