Walter & Keenan Wealth Management’s Chubb CB Stock Holding History

Walter & Keenan Wealth Management’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 Q2	$1.23M	Buy
2025 Q1	$1.23M	Buy
2024 Q4	$1.1M	Sell
2024 Q3	$1.71M	Buy
2020 Q3	–	Sell
2020 Q2	$313K	Buy
2020 Q1	–	Sell
2019 Q4	$319K	Sell
2019 Q3	$428K	Buy