BKM 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 | $2.1M | Sell |
7,235
-225
| -3% | -$65.2K | 0.82% | 34 |
|
|
2025
Q1 | $2.25M | Buy |
7,460
+671
| +10% | +$203K | 0.93% | 33 |
|
|
2024
Q4 | $1.88M | Sell |
6,789
-81
| -1% | -$22.4K | 0.77% | 36 |
|
|
2024
Q3 | $1.98M | Buy |
6,870
+392
| +6% | +$113K | 0.81% | 33 |
|
|
2024
Q2 | $1.65M | Buy |
6,478
+648
| +11% | +$165K | 0.79% | 39 |
|
|
2024
Q1 | $1.51M | Buy |
5,830
+343
| +6% | +$88.9K | 0.65% | 45 |
|
|
2023
Q4 | $1.24M | Buy |
+5,487
| New | +$1.24M | 0.53% | 52 |
|