Beacon Capital Management LLC (Tennessee)’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $64.6K | Buy |
223
+18
| +9% | +$5.21K | 0.01% | 290 |
|
2025
Q1 | $62K | Buy |
205
+21
| +11% | +$6.36K | 0.01% | 280 |
|
2024
Q4 | $50.8K | Buy |
184
+5
| +3% | +$1.38K | 0.01% | 296 |
|
2024
Q3 | $51.6K | Buy |
179
+82
| +85% | +$23.7K | 0.01% | 318 |
|
2024
Q2 | $24.7K | Buy |
97
+42
| +76% | +$10.7K | ﹤0.01% | 416 |
|
2024
Q1 | $14.3K | Buy |
55
+10
| +22% | +$2.59K | ﹤0.01% | 515 |
|
2023
Q4 | $9.37K | Hold |
45
| – | – | ﹤0.01% | 540 |
|
2023
Q3 | $8.67K | Hold |
45
| – | – | ﹤0.01% | 594 |
|
2023
Q2 | $8.67K | Buy |
45
+15
| +50% | +$2.89K | ﹤0.01% | 594 |
|
2023
Q1 | $5.83K | Sell |
30
-5
| -14% | -$971 | ﹤0.01% | 600 |
|
2022
Q4 | $7.72K | Hold |
35
| – | – | ﹤0.01% | 560 |
|
2022
Q3 | $7K | Hold |
35
| – | – | ﹤0.01% | 527 |
|
2022
Q2 | $7K | Hold |
35
| – | – | ﹤0.01% | 574 |
|
2022
Q1 | $7K | Buy |
+35
| New | +$7K | ﹤0.01% | 574 |
|