Axxcess Wealth Management’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Buy |
2,356
+114
| +5% | +$33K | 0.02% | 519 |
|
|
2025
Q1 | $677K | Sell |
2,242
-1,035
| -32% | -$313K | 0.02% | 481 |
|
|
2024
Q4 | $905K | Buy |
3,277
+105
| +3% | +$29K | 0.02% | 419 |
|
|
2024
Q3 | $915K | Buy |
3,172
+933
| +42% | +$269K | 0.02% | 404 |
|
|
2024
Q2 | $571K | Sell |
2,239
-4,693
| -68% | -$1.2M | 0.02% | 501 |
|
|
2024
Q1 | $1.8M | Buy |
6,932
+3,634
| +110% | +$942K | 0.05% | 262 |
|
|
2023
Q4 | $745K | Buy |
3,298
+1,319
| +67% | +$298K | 0.02% | 414 |
|
|
2023
Q3 | $412K | Buy |
+1,979
| New | +$412K | 0.01% | 522 |
|
|
2023
Q2 | – | Sell |
-4,747
| Closed | -$922K | – | 605 |
|
|
2023
Q1 | $922K | Sell |
4,747
-1,144
| -19% | -$222K | 0.07% | 243 |
|
|
2022
Q4 | $1.3M | Buy |
+5,891
| New | +$1.3M | 0.11% | 183 |
|
|
2022
Q2 | – | Sell |
-978
| Closed | -$209K | – | 551 |
|
|
2022
Q1 | $209K | Buy |
+978
| New | +$209K | 0.02% | 572 |
|