Asset Planning Inc’s Chubb CB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.29M	Buy	4,456 +14	+0.3%	+$4.06K	0.97%	22
2025 Q1	$1.34M	Buy	4,442 +14	+0.3%	+$4.23K	1.05%	22
2024 Q4	$1.22M	Buy	+4,428	New	+$1.22M	0.93%	24