Atticus Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $170K | Buy |
587
+477
| +434% | +$138K | 0.05% | 185 |
|
2025
Q1 | $33.2K | Hold |
110
| – | – | 0.01% | 270 |
|
2024
Q4 | $30.4K | Hold |
110
| – | – | 0.01% | 291 |
|
2024
Q3 | $31.7K | Sell |
110
-3
| -3% | -$865 | 0.01% | 287 |
|
2024
Q2 | $28.8K | Hold |
113
| – | – | 0.01% | 281 |
|
2024
Q1 | $29.3K | Hold |
113
| – | – | 0.01% | 287 |
|
2023
Q4 | $25.5K | Hold |
113
| – | – | 0.01% | 308 |
|
2023
Q3 | $23.5K | Hold |
113
| – | – | 0.01% | 321 |
|
2023
Q2 | $21.8K | Hold |
113
| – | – | 0.01% | 329 |
|
2023
Q1 | $21.9K | Hold |
113
| – | – | 0.01% | 315 |
|
2022
Q4 | $24.9K | Hold |
113
| – | – | 0.01% | 317 |
|
2022
Q3 | $22K | Hold |
113
| – | – | 0.01% | 301 |
|
2022
Q2 | $22K | Hold |
113
| – | – | 0.01% | 328 |
|
2022
Q1 | $24K | Hold |
113
| – | – | 0.01% | 310 |
|
2021
Q4 | $22K | Buy |
+113
| New | +$22K | 0.01% | 303 |
|
2020
Q1 | – | Sell |
-5
| Closed | -$1K | – | 328 |
|
2019
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 305 |
|