Sage Private Wealth 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
Q3 | $535K | Buy |
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|
2025
Q2 | $507K | Buy |
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|
2025
Q1 | $486K | Sell |
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|
2024
Q4 | $451K | Sell |
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|
2024
Q3 | $499K | Sell |
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|
2024
Q2 | $632K | Buy |
|
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|
2024
Q1 | $570K | Buy |
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|
2023
Q4 | $426K | Buy |
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|
2023
Q3 | $376K | Buy |
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|
2023
Q2 | $342K | Buy |
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|
2023
Q1 | $344K | Buy |
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|
2022
Q4 | $355K | Sell |
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|
2022
Q3 | $301K | Sell |
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|
2022
Q2 | $371K | Buy |
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|
2022
Q1 | $332K | Buy |
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|
2021
Q4 | $266K | Buy |
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|
2021
Q3 | $233K | Buy |
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|
2021
Q2 | $209K | Buy |
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|
2021
Q1 | $204K | Sell |
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|
2020
Q4 | $206K | Buy |
|