Berry Wealth Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96M | Sell |
13,659
-29
| -0.2% | -$8.4K | 2.77% | 10 |
|
|
2025
Q1 | $4.13M | Sell |
13,688
-624
| -4% | -$188K | 3.23% | 9 |
|
|
2024
Q4 | $3.95M | Sell |
14,312
-300
| -2% | -$82.9K | 2.85% | 11 |
|
|
2024
Q3 | $4.21M | Sell |
14,612
-4,461
| -23% | -$1.29M | 3.02% | 10 |
|
|
2024
Q2 | $4.87M | Buy |
19,073
+179
| +0.9% | +$45.7K | 3.89% | 8 |
|
|
2024
Q1 | $4.9M | Sell |
18,894
-789
| -4% | -$204K | 4.06% | 8 |
|
|
2023
Q4 | $4.45M | Buy |
+19,683
| New | +$4.45M | 4.09% | 9 |
|