Paces Ferry 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
Q2 | $404K | Sell |
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|
2025
Q1 | $433K | Sell |
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|
2024
Q4 | $415K | Sell |
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|
2024
Q3 | $443K | Sell |
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|
2024
Q2 | $404K | Buy |
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|
2024
Q1 | $398K | Sell |
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|
2023
Q4 | $369K | Hold |
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|
2023
Q3 | $340K | Sell |
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|
2023
Q2 | $322K | Sell |
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|
2023
Q1 | $344K | Buy |
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|
2022
Q4 | $362K | Buy |
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|
2022
Q3 | $287K | Buy |
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|
2022
Q2 | $287K | Sell |
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|
2022
Q1 | $315K | Hold |
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|
2021
Q4 | $285K | Sell |
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|
2021
Q3 | $264K | Sell |
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|
2021
Q2 | $268K | Buy |
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|
2021
Q1 | $262K | Buy |
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|
2020
Q4 | $248K | Sell |
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|
2020
Q3 | $197K | Buy |
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