Provenance Wealth Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Hold |
756
| – | – | 0.03% | 115 |
|
|
2025
Q1 | $228K | Hold |
756
| – | – | 0.03% | 124 |
|
|
2024
Q4 | $209K | Hold |
756
| – | – | 0.03% | 146 |
|
|
2024
Q3 | $218K | Hold |
756
| – | – | 0.03% | 149 |
|
|
2024
Q2 | $193K | Hold |
756
| – | – | 0.03% | 144 |
|
|
2024
Q1 | $196K | Hold |
756
| – | – | 0.03% | 145 |
|
|
2023
Q4 | $171K | Buy |
756
+40
| +6% | +$9.04K | 0.02% | 134 |
|
|
2023
Q3 | $149K | Buy |
+716
| New | +$149K | 0.02% | 131 |
|