Phillips Wealth Planners’s Chubb CB Stock Holding History

Phillips Wealth Planners’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	$477K	Buy
2025 Q1	$482K	Buy
2024 Q4	$371K	Buy
2024 Q3	$405K	Sell
2024 Q2	$371K	Buy
2024 Q1	$347K	Buy
2023 Q4	$317K	Sell
2023 Q3	$295K	Buy
2023 Q2	$269K	Buy
2023 Q1	$229K	Buy