True Wealth Design’s Chubb CB Stock Holding History

True Wealth Design’s Portfolio CB Stock Details CB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$110K	Buy
2025 Q2	$23.8K	Buy
2025 Q1	$14.5K	Buy
2024 Q4	$7.74K	Buy
2024 Q3	–	Sell
2024 Q2	$25.5K	Hold
2024 Q1	$25.9K	Buy
2023 Q4	$4.75K	Buy
2023 Q2	–	Sell
2023 Q1	$2.14K	Buy