Bennett Associates Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,204
| Closed | -$364K | – | 49 |
|
|
2025
Q1 | $364K | Sell |
1,204
-13
| -1% | -$3.93K | 0.3% | 32 |
|
|
2024
Q4 | $336K | Sell |
1,217
-41
| -3% | -$11.3K | 0.28% | 32 |
|
|
2024
Q3 | $363K | Buy |
+1,258
| New | +$363K | 0.3% | 35 |
|
|
2024
Q1 | – | Sell |
-1,540
| Closed | -$348K | – | 40 |
|
|
2023
Q4 | $348K | Buy |
+1,540
| New | +$348K | 0.34% | 35 |
|