Pacific Capital 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
Q3 | $346K | Buy |
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|
2025
Q2 | $337K | Sell |
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|
2025
Q1 | $368K | Hold |
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|
2024
Q4 | $337K | Sell |
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|
2024
Q3 | $366K | Sell |
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|
2024
Q2 | $332K | Buy |
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|
2024
Q1 | $325K | Buy |
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|
2023
Q4 | $276K | Hold |
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|
2023
Q3 | $254K | Hold |
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|
2023
Q2 | $235K | Sell |
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|
2023
Q1 | $275K | Hold |
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|
2022
Q4 | $312K | Hold |
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|
2022
Q3 | $257K | Hold |
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|
2022
Q2 | $278K | Hold |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $236K | Hold |
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|
2021
Q3 | $212K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $248K | Hold |
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|
2020
Q3 | $187K | Hold |
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|
2020
Q2 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $284K | Buy |
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