Wealth Enhancement Advisory Services’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.8M | Buy |
284,689
+56,585
| +25% | +$16.1M | 0.13% | 153 |
|
|
2025
Q1 | $68.9M | Sell |
228,104
-49,868
| -18% | -$15.1M | 0.13% | 153 |
|
|
2024
Q4 | $76.8M | Buy |
277,972
+51,999
| +23% | +$14.4M | 0.15% | 139 |
|
|
2024
Q3 | $65.2M | Buy |
225,973
+31,510
| +16% | +$9.09M | 0.14% | 148 |
|
|
2024
Q2 | $49.6M | Buy |
194,463
+2,713
| +1% | +$692K | 0.12% | 179 |
|
|
2024
Q1 | $49.7M | Sell |
191,750
-16,701
| -8% | -$4.33M | 0.13% | 162 |
|
|
2023
Q4 | $47.1M | Buy |
208,451
+19,601
| +10% | +$4.43M | 0.14% | 157 |
|
|
2023
Q3 | $39.3M | Buy |
188,850
+185,967
| +6,450% | +$38.7M | 0.13% | 162 |
|
|
2023
Q2 | $555K | Sell |
2,883
-34,310
| -92% | -$6.61M | 0.01% | 335 |
|
|
2023
Q1 | $7.22M | Buy |
37,193
+6,300
| +20% | +$1.22M | 0.08% | 109 |
|
|
2022
Q4 | $6.98M | Buy |
+30,893
| New | +$6.98M | 0.09% | 103 |
|
|
2022
Q2 | – | Sell |
-6,659
| Closed | -$1.42M | – | 331 |
|
|
2022
Q1 | $1.42M | Buy |
6,659
+111
| +2% | +$23.7K | 0.02% | 214 |
|
|
2021
Q4 | $1.29M | Buy |
+6,548
| New | +$1.29M | 0.02% | 206 |
|
|
2019
Q2 | – | Sell |
-7,578
| Closed | -$1.05M | – | 208 |
|
|
2019
Q1 | $1.05M | Buy |
+7,578
| New | +$1.05M | 0.06% | 136 |
|
|
2018
Q4 | – | Sell |
-7,042
| Closed | -$880K | – | 168 |
|
|
2018
Q3 | $880K | Buy |
+7,042
| New | +$880K | 0.05% | 129 |
|
|
2017
Q1 | – | Sell |
-22,881
| Closed | -$3.02M | – | 141 |
|
|
2016
Q4 | $3.02M | Buy |
+22,881
| New | +$3.02M | 0.37% | 44 |
|