WT Wealth Management’s Chubb CB Stock Holding History

WT Wealth Management’s Portfolio CB Stock Details CB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$238K	Hold
2025 Q2	$244K	Hold
2025 Q1	$254K	Hold
2024 Q4	$233K	Hold
2024 Q3	$254K	Hold
2024 Q2	$215K	Sell
2024 Q1	$226K	Buy