Venturi Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $727K | Buy |
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|
2025
Q2 | $690K | Sell |
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|
2025
Q1 | $752K | Buy |
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|
2024
Q4 | $671K | Buy |
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|
2024
Q3 | $559K | Buy |
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|
2024
Q2 | $493K | Buy |
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|
2024
Q1 | $39.5K | Buy |
|
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|
2023
Q4 | $22.7K | Sell |
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|
2023
Q3 | $346K | Sell |
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|
2023
Q2 | $392K | Buy |
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|
2023
Q1 | $393K | Sell |
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|
2022
Q4 | $479K | Sell |
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|
2022
Q3 | $403K | Sell |
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|
2022
Q2 | $465K | Buy |
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|
2022
Q1 | $495K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $362K | Sell |
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|
2019
Q3 | $384K | Sell |
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|
2019
Q2 | $355K | Buy |
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|
2019
Q1 | $330K | Sell |
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|
2018
Q4 | $316K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $287K | Buy |
|