Smith Shellnut Wilson’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 | $203K | Sell |
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|
2025
Q1 | $354K | Hold |
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|
2024
Q4 | $324K | Sell |
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|
2024
Q3 | $348K | Buy |
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|
2024
Q2 | $302K | Hold |
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|
2024
Q1 | $307K | Hold |
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|
2023
Q4 | $268K | Hold |
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|
2023
Q3 | $247K | Hold |
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|
2023
Q2 | $228K | Sell |
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|
2023
Q1 | $233K | Hold |
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|
2022
Q4 | $264K | Buy |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q2 | $213K | Buy |
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|
2022
Q1 | $217K | Buy |
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