WF
WoodTrust Financial’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
1,047
+70
| +7% | +$20.3K | 0.04% | 128 |
|
|
2025
Q1 | $295K | Buy |
977
+53
| +6% | +$16K | 0.04% | 137 |
|
|
2024
Q4 | $255K | Hold |
924
| – | – | 0.04% | 151 |
|
|
2024
Q3 | $266K | Hold |
924
| – | – | 0.04% | 156 |
|
|
2024
Q2 | $236K | Hold |
924
| – | – | 0.04% | 155 |
|
|
2024
Q1 | $239 | Buy |
924
+5
| +0.5% | +$1 | 0.04% | 154 |
|
|
2023
Q4 | $208K | Buy |
+919
| New | +$208K | 0.04% | 160 |
|
|
2023
Q1 | – | Sell |
-918
| Closed | -$203K | – | 147 |
|
|
2022
Q4 | $203K | Buy |
+918
| New | +$203K | 0.04% | 143 |
|