AWM
Accurate Wealth Management’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Sell |
8,803
-113
| -1% | -$31.7K | 0.38% | 65 |
|
|
2025
Q1 | $2.53M | Sell |
8,916
-226
| -2% | -$64K | 0.48% | 56 |
|
|
2024
Q4 | $2.36M | Sell |
9,142
-1,666
| -15% | -$429K | 0.45% | 61 |
|
|
2024
Q3 | $3.11M | Sell |
10,808
-26
| -0.2% | -$7.47K | 0.62% | 39 |
|
|
2024
Q2 | $2.82M | Buy |
10,834
+174
| +2% | +$45.3K | 0.68% | 43 |
|
|
2024
Q1 | $2.67M | Sell |
10,660
-115
| -1% | -$28.8K | 0.78% | 38 |
|
|
2023
Q4 | $2.45M | Sell |
10,775
-431
| -4% | -$98.1K | 0.76% | 35 |
|
|
2023
Q3 | $2.42M | Buy |
11,206
+81
| +0.7% | +$17.5K | 0.76% | 36 |
|
|
2023
Q2 | $2.1M | Buy |
11,125
+2,277
| +26% | +$429K | 0.65% | 39 |
|
|
2023
Q1 | $1.73M | Buy |
8,848
+671
| +8% | +$132K | 0.6% | 41 |
|
|
2022
Q4 | $1.84M | Buy |
+8,177
| New | +$1.84M | 0.68% | 25 |
|