SSW
Smith Shellnut Wilson’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
700
-471
| -40% | -$136K | 0.09% | 135 |
|
|
2025
Q1 | $354K | Hold |
1,171
| – | – | 0.16% | 97 |
|
|
2024
Q4 | $324K | Sell |
1,171
-34
| -3% | -$9.39K | 0.14% | 100 |
|
|
2024
Q3 | $348K | Buy |
1,205
+20
| +2% | +$5.77K | 0.16% | 97 |
|
|
2024
Q2 | $302K | Hold |
1,185
| – | – | 0.15% | 101 |
|
|
2024
Q1 | $307K | Hold |
1,185
| – | – | 0.16% | 100 |
|
|
2023
Q4 | $268K | Hold |
1,185
| – | – | 0.15% | 105 |
|
|
2023
Q3 | $247K | Hold |
1,185
| – | – | 0.15% | 113 |
|
|
2023
Q2 | $228K | Sell |
1,185
-14
| -1% | -$2.7K | 0.13% | 120 |
|
|
2023
Q1 | $233K | Hold |
1,199
| – | – | 0.14% | 115 |
|
|
2022
Q4 | $264K | Buy |
1,199
+18
| +2% | +$3.97K | 0.16% | 105 |
|
|
2022
Q3 | $215K | Buy |
1,181
+98
| +9% | +$17.8K | 0.14% | 117 |
|
|
2022
Q2 | $213K | Buy |
1,083
+68
| +7% | +$13.4K | 0.13% | 122 |
|
|
2022
Q1 | $217K | Buy |
+1,015
| New | +$217K | 0.11% | 135 |
|