Atwood & Palmer’s Chubb CB Stock Holding History

Atwood & Palmer’s Portfolio CB Stock Details CB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$37.7K	Hold	130	–	–	﹤0.01%	259
2025 Q1	$39.3K	Sell	130 -75	-37%	-$22.6K	﹤0.01%	240
2024 Q4	$56.6K	Hold	205	–	–	﹤0.01%	215
2024 Q3	$59.1K	Buy	205 +75	+58%	+$21.6K	﹤0.01%	213
2024 Q2	$33.2K	Hold	130	–	–	﹤0.01%	251
2024 Q1	$33.7K	Sell	130 -100	-43%	-$25.9K	﹤0.01%	242
2023 Q4	$52K	Hold	230	–	–	﹤0.01%	216
2023 Q3	$47.9K	Hold	230	–	–	﹤0.01%	213
2023 Q2	$44.3K	Hold	230	–	–	﹤0.01%	221
2023 Q1	$44.7K	Hold	230	–	–	﹤0.01%	207
2022 Q4	$50.7K	Hold	230	–	–	﹤0.01%	211
2022 Q3	$42K	Hold	230	–	–	﹤0.01%	206
2022 Q2	$45K	Sell	230 -100	-30%	-$19.6K	﹤0.01%	216
2022 Q1	$70K	Buy	330 +85	+35%	+$18K	0.01%	197
2021 Q4	$47K	Buy	245 +15	+7%	+$2.88K	﹤0.01%	235
2021 Q3	$40K	Hold	230	–	–	﹤0.01%	235
2021 Q2	$37K	Hold	230	–	–	﹤0.01%	241
2021 Q1	$36K	Buy	230 +100	+77%	+$15.7K	﹤0.01%	242
2020 Q4	$20K	Hold	130	–	–	﹤0.01%	276
2020 Q3	$15K	Hold	130	–	–	﹤0.01%	245
2020 Q2	$16K	Hold	130	–	–	﹤0.01%	237
2020 Q1	$15K	Hold	130	–	–	﹤0.01%	234
2019 Q4	$20K	Hold	130	–	–	﹤0.01%	221
2019 Q3	$21K	Hold	130	–	–	﹤0.01%	227
2019 Q2	$19K	Sell	130 -159	-55%	-$23.2K	﹤0.01%	227
2019 Q1	$40K	Hold	289	–	–	0.01%	184
2018 Q4	$37K	Buy	289 +80	+38%	+$10.2K	0.01%	182
2018 Q3	$28K	Hold	209	–	–	﹤0.01%	210
2018 Q2	$27K	Hold	209	–	–	﹤0.01%	210
2018 Q1	$29K	Hold	209	–	–	﹤0.01%	204
2017 Q4	$31K	Hold	209	–	–	﹤0.01%	200
2017 Q3	$30K	Hold	209	–	–	﹤0.01%	203
2017 Q2	$30K	Hold	209	–	–	﹤0.01%	211
2017 Q1	$28K	Hold	209	–	–	﹤0.01%	202
2016 Q4	$28K	Hold	209	–	–	0.01%	203
2016 Q3	$26K	Hold	209	–	–	﹤0.01%	208
2016 Q2	$27K	Hold	209	–	–	﹤0.01%	205
2016 Q1	$25K	Hold	209	–	–	﹤0.01%	217
2015 Q4	$24K	Hold	209	–	–	﹤0.01%	255
2015 Q3	$22K	Hold	209	–	–	﹤0.01%	260
2015 Q2	$21K	Buy	+209	New	+$21K	﹤0.01%	238