Prestige Wealth Management Group’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 | $359K | Sell |
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|
2025
Q1 | $429K | Buy |
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|
2024
Q4 | $390K | Buy |
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|
2024
Q3 | $403K | Sell |
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|
2024
Q2 | $620K | Buy |
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|
2024
Q1 | $442K | Sell |
|
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|
2023
Q4 | $685K | Buy |
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|
2023
Q3 | $562K | Buy |
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|
2023
Q2 | $312K | Sell |
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|
2023
Q1 | $351K | Buy |
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|
2022
Q4 | $382K | Buy |
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|
2022
Q3 | $299K | Buy |
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|
2022
Q2 | $302K | Buy |
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|
2022
Q1 | $277K | Buy |
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|
2021
Q4 | $242K | Buy |
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|
2021
Q3 | $209K | Buy |
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|
2021
Q2 | $174K | Sell |
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|
2021
Q1 | $190K | Buy |
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|
2020
Q4 | $170K | Buy |
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|
2020
Q3 | $114K | Buy |
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|
2020
Q2 | $88K | Buy |
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|
2020
Q1 | $42K | Buy |
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|
2019
Q4 | $7K | Hold |
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|
2019
Q3 | $8K | Hold |
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|
2019
Q2 | $7K | Hold |
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|
2019
Q1 | $7K | Sell |
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|
2018
Q4 | $148K | Buy |
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