WFAG
Worth Financial Advisory Group’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Buy |
2,980
+118
| +4% | +$34.2K | 0.53% | 43 |
|
|
2025
Q1 | $864K | Sell |
2,862
-2,284
| -44% | -$690K | 0.55% | 44 |
|
|
2024
Q4 | $1.45M | Buy |
5,146
+2,555
| +99% | +$722K | 0.89% | 26 |
|
|
2024
Q3 | $747K | Buy |
2,591
+155
| +6% | +$44.7K | 0.44% | 55 |
|
|
2024
Q2 | $621K | Buy |
+2,436
| New | +$621K | 0.41% | 63 |
|