Badgley Phelps Wealth Managers’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7M | Buy |
74,491
+533
| +0.7% | +$155K | 0.48% | 54 |
|
|
2025
Q1 | $22.4M | Sell |
73,958
-333
| -0.4% | -$101K | 0.54% | 48 |
|
|
2024
Q4 | $20.6M | Buy |
74,291
+57
| +0.1% | +$15.8K | 0.48% | 58 |
|
|
2024
Q3 | $21.5M | Buy |
74,234
+674
| +0.9% | +$195K | 0.5% | 58 |
|
|
2024
Q2 | $18.8M | Buy |
73,560
+383
| +0.5% | +$98K | 0.47% | 65 |
|
|
2024
Q1 | $19M | Buy |
73,177
+1,104
| +2% | +$287K | 0.48% | 69 |
|
|
2023
Q4 | $16.3M | Buy |
72,073
+639
| +0.9% | +$145K | 0.45% | 70 |
|
|
2023
Q3 | $14.9M | Buy |
71,434
+1,659
| +2% | +$345K | 0.51% | 67 |
|
|
2023
Q2 | $13.4M | Buy |
69,775
+433
| +0.6% | +$83.4K | 0.44% | 74 |
|
|
2023
Q1 | $13.5M | Buy |
+69,342
| New | +$13.5M | 0.5% | 70 |
|