TW
TritonPoint Wealth’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.65M | Sell |
33,188
-918
| -3% | -$267K | 0.89% | 28 |
|
|
2025
Q1 | $10.3M | Sell |
34,106
-339
| -1% | -$103K | 0.98% | 24 |
|
|
2024
Q4 | $9.55M | Sell |
34,445
-1,222
| -3% | -$339K | 0.86% | 27 |
|
|
2024
Q3 | $10.4M | Buy |
35,667
+1,615
| +5% | +$469K | 0.95% | 27 |
|
|
2024
Q2 | $8.72M | Sell |
34,052
-283
| -0.8% | -$72.4K | 0.84% | 31 |
|
|
2024
Q1 | $7.46M | Sell |
34,335
-1,314
| -4% | -$285K | 0.78% | 31 |
|
|
2023
Q4 | $8.09M | Buy |
+35,649
| New | +$8.09M | 0.79% | 32 |
|