Abacus Planning Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Buy |
2,032
+309
| +18% | +$89.5K | 0.09% | 111 |
|
|
2025
Q1 | $520K | Buy |
1,723
+315
| +22% | +$95.1K | 0.09% | 111 |
|
|
2024
Q4 | $389K | Buy |
1,408
+142
| +11% | +$39.2K | 0.07% | 136 |
|
|
2024
Q3 | $365K | Buy |
1,266
+69
| +6% | +$19.9K | 0.07% | 142 |
|
|
2024
Q2 | $305K | Buy |
1,197
+31
| +3% | +$7.91K | 0.06% | 157 |
|
|
2024
Q1 | $302K | Hold |
1,166
| – | – | 0.06% | 149 |
|
|
2023
Q4 | $264K | Buy |
1,166
+36
| +3% | +$8.14K | 0.06% | 158 |
|
|
2023
Q3 | $235K | Sell |
1,130
-26
| -2% | -$5.41K | 0.06% | 158 |
|
|
2023
Q2 | $223K | Buy |
+1,156
| New | +$223K | 0.05% | 171 |
|