WAS
Wealth Advisory Solutions’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.23M | Hold |
18,041
| – | – | 1.32% | 17 |
|
|
2025
Q1 | $5.45M | Sell |
18,041
-1,548
| -8% | -$467K | 1.44% | 16 |
|
|
2024
Q4 | $5.41M | Buy |
19,589
+10,050
| +105% | +$2.78M | 1.52% | 16 |
|
|
2024
Q3 | $2.75M | Buy |
+9,539
| New | +$2.75M | 0.76% | 38 |
|
|
2020
Q3 | – | Sell |
-2,278
| Closed | -$288K | – | 181 |
|
|
2020
Q2 | $288K | Buy |
2,278
+164
| +8% | +$20.7K | 0.08% | 145 |
|
|
2020
Q1 | $236K | Buy |
+2,114
| New | +$236K | 0.08% | 139 |
|