SFMG 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
Q2 | $377K | Sell |
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|
2025
Q1 | $398K | Buy |
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|
2024
Q4 | $352K | Sell |
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|
2024
Q3 | $485K | Buy |
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|
2024
Q2 | $419K | Buy |
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|
2024
Q1 | $398K | Buy |
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|
2023
Q4 | $346K | Buy |
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|
2023
Q3 | $310K | Buy |
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|
2023
Q2 | $279K | Sell |
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|
2023
Q1 | $330K | Buy |
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|
2022
Q4 | $357K | Buy |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | $232K | Buy |
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|
2022
Q1 | $244K | Buy |
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