Atlas Private Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.12M | Buy |
4,327
+151
| +4% | +$39.1K | 0.47% | 68 |
|
|
2023
Q4 | $944K | Buy |
4,176
+93
| +2% | +$21K | 0.44% | 70 |
|
|
2023
Q3 | $850K | Buy |
4,083
+37
| +0.9% | +$7.7K | 0.46% | 70 |
|
|
2023
Q2 | $779K | Buy |
4,046
+105
| +3% | +$20.2K | 0.41% | 72 |
|
|
2023
Q1 | $765K | Buy |
3,941
+83
| +2% | +$16.1K | 0.46% | 71 |
|
|
2022
Q4 | $851K | Buy |
3,858
+248
| +7% | +$54.7K | 0.39% | 62 |
|
|
2022
Q3 | $657K | Buy |
3,610
+120
| +3% | +$21.8K | 0.48% | 65 |
|
|
2022
Q2 | $686K | Sell |
3,490
-210
| -6% | -$41.3K | 0.47% | 68 |
|
|
2022
Q1 | $791K | Buy |
3,700
+774
| +26% | +$165K | 0.46% | 72 |
|
|
2021
Q4 | $566K | Buy |
2,926
+66
| +2% | +$12.8K | 0.32% | 86 |
|
|
2021
Q3 | $496K | Buy |
2,860
+160
| +6% | +$27.7K | 0.3% | 84 |
|
|
2021
Q2 | $429K | Buy |
2,700
+411
| +18% | +$65.3K | 0.26% | 92 |
|
|
2021
Q1 | $362K | Buy |
2,289
+439
| +24% | +$69.4K | 0.23% | 94 |
|
|
2020
Q4 | $285K | Buy |
1,850
+31
| +2% | +$4.78K | 0.2% | 99 |
|
|
2020
Q3 | $211K | Buy |
1,819
+793
| +77% | +$92K | 0.17% | 104 |
|
|
2020
Q2 | $130K | Hold |
1,026
| – | – | 0.1% | 132 |
|
|
2020
Q1 | $115K | Buy |
1,026
+1
| +0.1% | +$112 | 0.11% | 136 |
|
|
2019
Q4 | $160K | Buy |
+1,025
| New | +$160K | 0.12% | 138 |
|