Axiom Financial Strategies’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-972
| Closed | -$294K | – | 47 |
|
|
2025
Q1 | $294K | Buy |
972
+99
| +11% | +$29.9K | 0.17% | 30 |
|
|
2024
Q4 | $241K | Sell |
873
-35
| -4% | -$9.67K | 0.13% | 35 |
|
|
2024
Q3 | $262K | Buy |
+908
| New | +$262K | 0.14% | 35 |
|
|
2022
Q4 | – | Sell |
-1,267
| Closed | -$230K | – | 41 |
|
|
2022
Q3 | $230K | Sell |
1,267
-32
| -2% | -$5.81K | 0.12% | 60 |
|
|
2022
Q2 | $255K | Hold |
1,299
| – | – | 0.13% | 56 |
|
|
2022
Q1 | $269K | Sell |
1,299
-13
| -1% | -$2.69K | 0.14% | 55 |
|
|
2021
Q4 | $254K | Sell |
1,312
-95
| -7% | -$18.4K | 0.12% | 64 |
|
|
2021
Q3 | $244K | Buy |
1,407
+7
| +0.5% | +$1.21K | 0.12% | 61 |
|
|
2021
Q2 | $223K | Buy |
1,400
+73
| +6% | +$11.6K | 0.1% | 68 |
|
|
2021
Q1 | $210K | Buy |
+1,327
| New | +$210K | 0.1% | 70 |
|
|
2020
Q3 | – | Sell |
-1,621
| Closed | -$205K | – | 74 |
|
|
2020
Q2 | $205K | Buy |
+1,621
| New | +$205K | 0.13% | 65 |
|