Phoenix 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 | $2.38M | Sell |
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|
2025
Q2 | $2.5M | Sell |
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|
2025
Q1 | $2.74M | Sell |
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|
2024
Q4 | $2.53M | Sell |
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|
2024
Q3 | $2.7M | Sell |
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|
2024
Q2 | $2.87M | Sell |
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|
2024
Q1 | $3.15M | Sell |
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|
2023
Q4 | $2.83M | Sell |
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|
2023
Q3 | $2.74M | Sell |
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|
2023
Q2 | $2.61M | Sell |
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|
2023
Q1 | $2.76M | Sell |
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|
2022
Q4 | $3.14M | Buy |
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|
2022
Q3 | $2.56M | Buy |
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|
2022
Q2 | $2.73M | Buy |
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|
2022
Q1 | $2.92M | Buy |
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|
2021
Q4 | $410K | Buy |
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|
2021
Q3 | $70K | Buy |
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|
2021
Q2 | $57K | Sell |
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|
2021
Q1 | $60K | Buy |
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|
2020
Q4 | $38K | Buy |
|