Atwater Malick’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Hold |
1,010
| – | – | 0.09% | 67 |
|
|
2025
Q1 | $305K | Hold |
1,010
| – | – | 0.1% | 66 |
|
|
2024
Q4 | $279K | Hold |
1,010
| – | – | 0.09% | 63 |
|
|
2024
Q3 | $291K | Hold |
1,010
| – | – | 0.09% | 66 |
|
|
2024
Q2 | $258K | Hold |
1,010
| – | – | 0.09% | 68 |
|
|
2024
Q1 | $262K | Hold |
1,010
| – | – | 0.09% | 69 |
|
|
2023
Q4 | $228K | Buy |
+1,010
| New | +$228K | 0.09% | 66 |
|
|
2022
Q3 | – | Sell |
-1,030
| Closed | -$202K | – | 55 |
|
|
2022
Q2 | $202K | Hold |
1,030
| – | – | 0.11% | 53 |
|
|
2022
Q1 | $220K | Buy |
+1,030
| New | +$220K | 0.11% | 54 |
|
|
2021
Q2 | – | Sell |
-1,350
| Closed | -$213K | – | 50 |
|
|
2021
Q1 | $213K | Hold |
1,350
| – | – | 0.13% | 44 |
|
|
2020
Q4 | $208K | Buy |
+1,350
| New | +$208K | 0.13% | 39 |
|
|
2020
Q3 | – | Sell |
-1,875
| Closed | -$237K | – | 40 |
|
|
2020
Q2 | $237K | Buy |
+1,875
| New | +$237K | 0.19% | 39 |
|
|
2019
Q4 | – | Sell |
-38
| Closed | -$6K | – | 66 |
|
|
2019
Q3 | $6K | Buy |
+38
| New | +$6K | 0.01% | 163 |
|