Triad Wealth Partners’s Chubb CB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$616K	Buy	+2,127	New	+$616K	0.12%	128
2024 Q3	–	Sell	-146	Closed	-$37.2K	–	186
2024 Q2	$37.2K	Buy	+146	New	+$37.2K	0.02%	269