TCWA
Turtle Creek Wealth Advisors’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Buy |
+1,456
| New | +$422K | 0.05% | 187 |
|
|
2024
Q4 | – | Sell |
-1,086
| Closed | -$313K | – | 89 |
|
|
2024
Q3 | $313K | Buy |
1,086
+192
| +21% | +$55.4K | 0.06% | 133 |
|
|
2024
Q2 | $228K | Buy |
894
+86
| +11% | +$21.9K | 0.05% | 141 |
|
|
2024
Q1 | $209K | Sell |
808
-92
| -10% | -$23.8K | 0.05% | 144 |
|
|
2023
Q4 | $203K | Buy |
+900
| New | +$203K | 0.06% | 145 |
|