Barlow Wealth Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $269K | Buy |
960
+23
| +2% | +$6.44K | 0.03% | 111 |
|
2025
Q1 | $262K | Sell |
937
-6
| -0.6% | -$1.68K | 0.03% | 109 |
|
2024
Q4 | $253K | Buy |
943
+18
| +2% | +$4.83K | 0.03% | 121 |
|
2024
Q3 | $256K | Sell |
925
-50
| -5% | -$13.9K | 0.03% | 130 |
|
2024
Q2 | $254K | Buy |
975
+120
| +14% | +$31.2K | 0.04% | 128 |
|
2024
Q1 | $210K | Buy |
+855
| New | +$210K | 0.03% | 150 |
|