Finivi Inc.’s Chubb CB Stock Holding History

Finivi Inc.’s Portfolio CB Stock Details CB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$847K	Hold
2025 Q2	$869K	Hold
2025 Q1	$906K	Hold
2024 Q4	$829K	Hold
2024 Q3	$865K	Hold
2024 Q2	$765K	Hold
2024 Q1	$777K	Hold
2023 Q4	$678K	Buy
2021 Q4	$580K	Buy