WMS Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $308K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $306K | Sell |
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|
2024
Q1 | $336K | Buy |
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|
2023
Q4 | $278K | Sell |
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|
2023
Q3 | $562K | Sell |
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|
2023
Q2 | $539K | Hold |
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|
2023
Q1 | $544K | Sell |
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|
2022
Q4 | $666K | Hold |
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|
2022
Q3 | $549K | Buy |
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|
2022
Q2 | $586K | Sell |
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|
2022
Q1 | $652K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $529K | Sell |
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|
2021
Q2 | $496K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $570K | Sell |
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|
2020
Q3 | $487K | Buy |
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|
2020
Q2 | $503K | Hold |
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|
2020
Q1 | $444K | Buy |
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|
2019
Q4 | $576K | Buy |
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|
2019
Q3 | $535K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $294K | Hold |
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|
2018
Q2 | $280K | Sell |
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|
2018
Q1 | $367K | Buy |
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|
2017
Q4 | $349K | Buy |
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|
2017
Q3 | $328K | Buy |
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|
2017
Q2 | $267K | Sell |
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|
2017
Q1 | $265K | Buy |
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|
2016
Q4 | $213K | Buy |
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