Atlanta Consulting Group Advisors’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$405K Hold
1,394
0.11% 83
2025
Q1
$422K Sell
1,394
-195
-12% -$59.1K 0.12% 78
2024
Q4
$439K Sell
1,589
-105
-6% -$29K 0.16% 76
2024
Q3
$489K Sell
1,694
-993
-37% -$286K 0.12% 135
2024
Q2
$685K Hold
2,687
0.15% 58
2024
Q1
$696K Buy
+2,687
New +$696K 0.24% 56