Regent Peak 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 | $250K | Buy |
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|
2025
Q1 | $262K | Sell |
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|
2024
Q4 | $243K | Sell |
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|
2024
Q3 | $359K | Buy |
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|
2024
Q2 | $3.15M | Buy |
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|
2024
Q1 | $315K | Sell |
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|
2023
Q4 | $288K | Buy |
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|
2023
Q3 | $259K | Buy |
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|
2023
Q2 | $230K | Buy |
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|
2023
Q1 | $225K | Sell |
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|
2022
Q4 | $281K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $215K | Buy |
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|
2022
Q1 | $226K | Buy |
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|
2021
Q4 | $201K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $145K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $282K | Buy |
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