SOA 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 | $31.6K | Hold |
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|
2025
Q2 | $32.4K | Sell |
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|
2025
Q1 | $40.2K | Hold |
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|
2024
Q4 | $36.7K | Hold |
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|
2024
Q3 | $38.4K | Hold |
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|
2024
Q2 | $33.9K | Sell |
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|
2024
Q1 | $34.7K | Hold |
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|
2023
Q4 | $30.3K | Sell |
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|
2023
Q3 | $40.4K | Sell |
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|
2023
Q2 | $48.9K | Hold |
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|
2023
Q1 | $49.3K | Hold |
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|
2022
Q4 | $56K | Hold |
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|
2022
Q3 | $46K | Hold |
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|
2022
Q2 | $49K | Sell |
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|
2022
Q1 | $57K | Hold |
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|
2021
Q4 | $51K | Hold |
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|
2021
Q3 | $46K | Sell |
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|
2021
Q2 | $58K | Buy |
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|
2021
Q1 | $46K | Sell |
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|
2020
Q4 | $98K | Buy |
|