WIA
Westbourne Investment Advisors’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.74M | Buy |
19,806
+323
| +2% | +$93.6K | 1.74% | 19 |
|
|
2025
Q1 | $5.88M | Buy |
19,483
+780
| +4% | +$236K | 2.09% | 19 |
|
|
2024
Q4 | $5.17M | Buy |
18,703
+1,115
| +6% | +$308K | 1.77% | 23 |
|
|
2024
Q3 | $5.07M | Buy |
17,588
+297
| +2% | +$85.6K | 1.77% | 23 |
|
|
2024
Q2 | $4.41M | Sell |
17,291
-44
| -0.3% | -$11.2K | 1.6% | 28 |
|
|
2024
Q1 | $4.49M | Buy |
17,335
+364
| +2% | +$94.3K | 1.65% | 26 |
|
|
2023
Q4 | $3.84M | Buy |
16,971
+612
| +4% | +$138K | 1.54% | 27 |
|
|
2023
Q3 | $3.41M | Buy |
16,359
+2,195
| +15% | +$457K | 1.57% | 26 |
|
|
2023
Q2 | $2.73M | Buy |
14,164
+715
| +5% | +$138K | 1.22% | 28 |
|
|
2023
Q1 | $2.61M | Buy |
13,449
+403
| +3% | +$78.3K | 1.26% | 28 |
|
|
2022
Q4 | $2.88M | Buy |
13,046
+201
| +2% | +$44.3K | 1.45% | 24 |
|
|
2022
Q3 | $2.34M | Sell |
12,845
-5
| -0% | -$909 | 1.24% | 25 |
|
|
2022
Q2 | $2.53M | Sell |
12,850
-811
| -6% | -$159K | 1.57% | 21 |
|
|
2022
Q1 | $2.92M | Buy |
13,661
+146
| +1% | +$31.2K | 1.21% | 26 |
|
|
2021
Q4 | $2.61M | Buy |
13,515
+2,053
| +18% | +$397K | 1.03% | 26 |
|
|
2021
Q3 | $1.99M | Buy |
+11,462
| New | +$1.99M | 0.91% | 28 |
|