Trifecta Capital Advisors’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
$42.6K Buy
2025
Q1
$5.13K Hold
2024
Q4
$4.7K Sell
2024
Q3
$20.5K Buy
2024
Q2
$4.34K Hold
2024
Q1
$4.41K Hold
2023
Q4
$3.84K Hold
2023
Q3
$3.54K Hold
2023
Q2
$3.27K Hold
2023
Q1
$3.3K Hold
2022
Q4
$3.75K Buy