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