1776 Wealth’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $786K | Buy |
2,712
+7
| +0.3% | +$2.03K | 0.32% | 56 |
|
|
2025
Q1 | $817K | Buy |
2,705
+1
| +0% | +$302 | 0.38% | 51 |
|
|
2024
Q4 | $747K | Hold |
2,704
| – | – | 0.34% | 53 |
|
|
2024
Q3 | $780K | Buy |
2,704
+1
| +0% | +$288 | 0.35% | 49 |
|
|
2024
Q2 | $690K | Buy |
+2,703
| New | +$690K | 0.31% | 60 |
|
|
2023
Q3 | – | Sell |
-2,645
| Closed | -$509K | – | 129 |
|
|
2023
Q2 | $509K | Buy |
2,645
+11
| +0.4% | +$2.12K | 0.27% | 71 |
|
|
2023
Q1 | $511K | Buy |
2,634
+58
| +2% | +$11.3K | 0.31% | 60 |
|
|
2022
Q4 | $568K | Buy |
2,576
+34
| +1% | +$7.5K | 0.41% | 51 |
|
|
2022
Q3 | $462K | Hold |
2,542
| – | – | 0.35% | 55 |
|
|
2022
Q2 | $500K | Buy |
2,542
+1
| +0% | +$197 | 0.35% | 56 |
|
|
2022
Q1 | $544K | Buy |
2,541
+117
| +5% | +$25K | 0.31% | 61 |
|
|
2021
Q4 | $469K | Sell |
2,424
-38
| -2% | -$7.35K | 0.25% | 73 |
|
|
2021
Q3 | $427K | Sell |
2,462
-66
| -3% | -$11.4K | 0.24% | 70 |
|
|
2021
Q2 | $402K | Buy |
2,528
+31
| +1% | +$4.93K | 0.23% | 70 |
|
|
2021
Q1 | $394K | Sell |
2,497
-358
| -13% | -$56.5K | 0.25% | 65 |
|
|
2020
Q4 | $439K | Buy |
2,855
+1
| +0% | +$154 | 0.27% | 58 |
|
|
2020
Q3 | $331K | Sell |
2,854
-398
| -12% | -$46.2K | 0.24% | 65 |
|
|
2020
Q2 | $411K | Sell |
3,252
-2,389
| -42% | -$302K | 0.28% | 56 |
|
|
2020
Q1 | $742K | Buy |
5,641
+3,060
| +119% | +$403K | 0.31% | 53 |
|
|
2019
Q4 | $401K | Buy |
+2,581
| New | +$401K | 0.34% | 47 |
|