Sound View Wealth Advisors Group’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $613K | Buy |
2,116
+217
| +11% | +$62.9K | 0.05% | 246 |
|
|
2025
Q1 | $574K | Buy |
1,899
+23
| +1% | +$6.95K | 0.05% | 237 |
|
|
2024
Q4 | $518K | Buy |
1,876
+46
| +3% | +$12.7K | 0.04% | 258 |
|
|
2024
Q3 | $528K | Buy |
1,830
+110
| +6% | +$31.7K | 0.04% | 248 |
|
|
2024
Q2 | $439K | Buy |
1,720
+31
| +2% | +$7.91K | 0.05% | 248 |
|
|
2024
Q1 | $438K | Sell |
1,689
-39
| -2% | -$10.1K | 0.05% | 256 |
|
|
2023
Q4 | $391K | Sell |
1,728
-19
| -1% | -$4.3K | 0.04% | 267 |
|
|
2023
Q3 | $364K | Buy |
1,747
+172
| +11% | +$35.8K | 0.05% | 263 |
|
|
2023
Q2 | $303K | Buy |
1,575
+79
| +5% | +$15.2K | 0.04% | 286 |
|
|
2023
Q1 | $291K | Sell |
1,496
-232
| -13% | -$45.1K | 0.04% | 283 |
|
|
2022
Q4 | $391K | Buy |
+1,728
| New | +$391K | 0.04% | 267 |
|