San Luis 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 | $273K | Hold |
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|
2025
Q2 | $273K | Buy |
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|
2025
Q1 | $284K | Buy |
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|
2024
Q4 | $259K | Buy |
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|
2024
Q3 | $269K | Hold |
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|
2024
Q2 | $238K | Sell |
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|
2024
Q1 | $277K | Sell |
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|
2023
Q4 | $283K | Sell |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $385K | Sell |
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|
2023
Q1 | $642K | Sell |
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|
2022
Q4 | $904K | Sell |
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|
2022
Q3 | $1.32M | Sell |
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|
2022
Q2 | $2.03M | Buy |
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|
2022
Q1 | $1.14M | Hold |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $1.74M | Buy |
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|
2020
Q4 | $576K | Buy |
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