Wealth Effects’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 | – | Sell |
|
|||||
|
2025
Q2 | $349K | Sell |
|
|||||
|
2025
Q1 | $371K | Sell |
|
|||||
|
2024
Q4 | $351K | Sell |
|
|||||
|
2024
Q3 | $395K | Buy |
|
|||||
|
2024
Q2 | $339K | Buy |
|
|||||
|
2024
Q1 | $338K | Sell |
|
|||||
|
2023
Q4 | $304K | Sell |
|
|||||
|
2023
Q3 | $305K | Buy |
|
|||||
|
2023
Q2 | $275K | Buy |
|
|||||
|
2023
Q1 | $277K | Hold |
|
|||||
|
2022
Q4 | $315K | Sell |
|
|||||
|
2022
Q3 | $293K | Sell |
|
|||||
|
2022
Q2 | $326K | Sell |
|
|||||
|
2022
Q1 | $365K | Buy |
|
|||||
|
2021
Q4 | $299K | Buy |
|