Strategic Wealth Partners’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 | $543K | Buy |
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|
2024
Q4 | $522K | Sell |
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|
2024
Q3 | $580K | Buy |
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|
2024
Q2 | $508K | Sell |
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|
2024
Q1 | $621K | Sell |
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|
2023
Q4 | $548K | Sell |
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|
2023
Q3 | $4.36M | Buy |
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|
2023
Q2 | $4.02M | Buy |
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|
2023
Q1 | $3.81M | Buy |
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|
2022
Q4 | $3M | Buy |
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|
2022
Q3 | $2.17M | Buy |
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|
2022
Q2 | $2.19M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $23 | Hold |
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|
2019
Q2 | $21K | Buy |
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