TFC Financial Management’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
$51.7K Hold
2025
Q2
$53K Sell
2025
Q1
$58.9K Sell
2024
Q4
$56.6K Sell
2024
Q3
$69.2K Buy
2024
Q2
$52K Hold
2024
Q1
$52.9K Buy
2023
Q4
$45.7K Hold
2023
Q3
$42.1K Buy
2023
Q2
$32.4K Sell
2023
Q1
$60.8K Buy
2022
Q4
$19K Sell
2022
Q3
$88K Buy
2022
Q2
$17K Hold
2022
Q1
$18K Hold
2021
Q4
$17K Hold
2021
Q3
$15K Hold
2021
Q2
$14K Hold
2021
Q1
$14K Hold
2020
Q4
$13K Hold
2020
Q3
$10K Buy