Peak Planning Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $478K | Sell |
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|
2025
Q4 | $529K | Sell |
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|
2025
Q3 | $507K | Buy |
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|
2024
Q4 | $778K | Buy |
|
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|
2024
Q2 | $706K | Buy |
|
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|
2024
Q1 | $408K | Buy |
|
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|
2023
Q4 | $320K | Buy |
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|
2023
Q3 | $294K | Sell |
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|
2023
Q2 | $306K | Buy |
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|
2023
Q1 | $301K | Sell |
|
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|
2022
Q4 | $558K | Buy |
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|
2022
Q3 | $217K | Sell |
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|
2022
Q2 | $250K | Buy |
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|
2021
Q4 | $267K | Sell |
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|
2021
Q3 | $241K | Buy |
|