One Wealth Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1M | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $200K | Sell |
|
|||||
|
2024
Q3 | $260K | Hold |
|
|||||
|
2024
Q2 | $242K | Sell |
|
|||||
|
2024
Q1 | $234K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $137K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $9K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $8K | Buy |
|
|||||
|
2018
Q2 | $7K | Hold |
|
|||||
|
2018
Q1 | $8K | Buy |
|
|||||
|
2017
Q4 | $8K | Buy |
|