Wealth Alliance’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $826K | Buy |
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|
2025
Q1 | $817K | Sell |
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|
2024
Q4 | $863K | Buy |
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|
2024
Q3 | $891K | Sell |
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|
2024
Q2 | $788K | Sell |
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|
2024
Q1 | $872K | Sell |
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|
2023
Q4 | $781K | Sell |
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|
2023
Q3 | $721K | Sell |
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|
2023
Q2 | $685K | Sell |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $1.28M | Sell |
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|
2022
Q3 | $1.06M | Sell |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $682K | Buy |
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|
2021
Q4 | $609K | Buy |
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|
2021
Q3 | $540K | Buy |
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|
2021
Q2 | $492K | Buy |
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|
2021
Q1 | $484K | Sell |
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|
2020
Q4 | $511K | Buy |
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|
2020
Q3 | $373K | Sell |
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|
2020
Q2 | $410K | Buy |
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|
2020
Q1 | $281K | Buy |
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