Smith Salley Wealth Management’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
$2.63M Sell
2025
Q2
$2.74M Buy
2025
Q1
$2.77M Sell
2024
Q4
$2.54M Buy
2024
Q3
$2.64M Buy
2024
Q2
$2.29M Buy
2024
Q1
$2.29M Sell
2023
Q4
$2.47M Sell
2023
Q3
$2.35M Sell
2023
Q2
$2.2M Sell
2023
Q1
$2.22M Buy
2022
Q4
$2.41M Buy
2022
Q3
$1.92M Buy
2022
Q2
$2.07M Buy
2022
Q1
$2.08M Buy