Wealthspire Advisors (New York)’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 | $977K | Sell |
|
|||||
|
2025
Q1 | $1.13M | Buy |
|
|||||
|
2024
Q4 | $1.03M | Sell |
|
|||||
|
2024
Q3 | $1.12M | Buy |
|
|||||
|
2024
Q2 | $938K | Buy |
|
|||||
|
2024
Q1 | $928K | Sell |
|
|||||
|
2023
Q4 | $829K | Buy |
|
|||||
|
2023
Q3 | $721K | Buy |
|
|||||
|
2023
Q2 | $434K | Sell |
|
|||||
|
2023
Q1 | $469K | Buy |
|
|||||
|
2022
Q4 | $496K | Buy |
|
|||||
|
2022
Q3 | $258K | Sell |
|
|||||
|
2022
Q2 | $407K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $265K | Sell |
|
|||||
|
2021
Q3 | $785K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $562K | Buy |
|
|||||
|
2020
Q4 | $320K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $379K | Buy |
|
|||||
|
2019
Q4 | $229K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $34K | Buy |
|