West Oak Capital’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 | $4.9K | Hold |
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|
2025
Q2 | $5.03K | Hold |
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|
2025
Q1 | $5.24K | Hold |
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|
2024
Q4 | $4.79M | Hold |
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|
2024
Q3 | $5K | Hold |
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|
2024
Q2 | $443K | Hold |
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|
2024
Q1 | $450K | Hold |
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|
2023
Q4 | $395K | Hold |
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|
2023
Q3 | $361K | Sell |
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|
2023
Q2 | $344K | Hold |
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|
2023
Q1 | $347K | Hold |
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|
2022
Q4 | $394K | Hold |
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|
2022
Q3 | $325K | Hold |
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|
2022
Q2 | $351K | Hold |
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|
2022
Q1 | $382K | Hold |
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|
2021
Q4 | $345K | Sell |
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|
2021
Q3 | $340K | Sell |
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|
2021
Q2 | $335K | Hold |
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|
2021
Q1 | $333K | Hold |
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|
2020
Q4 | $325K | Hold |
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|
2020
Q3 | $245K | Hold |
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|
2020
Q2 | $267K | Hold |
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|
2020
Q1 | $236K | Hold |
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|
2019
Q4 | $328K | Sell |
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|
2019
Q3 | $401K | Hold |
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|
2019
Q2 | $366K | Hold |
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|
2019
Q1 | $348K | Sell |
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|
2018
Q4 | $324K | Sell |
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|
2018
Q3 | $349K | Hold |
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|
2018
Q2 | $332K | Sell |
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|
2018
Q1 | $360K | Sell |
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|
2017
Q4 | $471K | Hold |
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|
2017
Q3 | $460K | Sell |
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|
2017
Q2 | $487K | Sell |
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|
2017
Q1 | $467K | Hold |
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|
2016
Q4 | $453K | Sell |
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|
2016
Q3 | $528K | Sell |
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|
2016
Q2 | $552K | Sell |
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|
2016
Q1 | $554K | Hold |
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|
2015
Q4 | $543K | Sell |
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|
2015
Q3 | $486K | Sell |
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|
2015
Q2 | $483K | Sell |
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|
2015
Q1 | $536K | Sell |
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|
2014
Q4 | $601K | Hold |
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|
2014
Q3 | $549K | Hold |
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|
2014
Q2 | $543K | Hold |
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|
2014
Q1 | $519K | Hold |
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|
2013
Q4 | $542K | Sell |
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|
2013
Q3 | $497K | Buy |
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|
2013
Q2 | $457K | Buy |
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