BlackDiamond 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	$370K	Sell	1,278 -88	-6%	-$25.5K	0.21%	89
2025 Q1	$396K	Sell	1,366 -395	-22%	-$115K	0.27%	69
2024 Q4	$487K	Sell	1,761 -103	-6%	-$28.5K	0.28%	77
2024 Q3	$527K	Sell	1,864 -279	-13%	-$78.9K	0.32%	78
2024 Q2	$577K	Buy	+2,143	New	+$577K	0.38%	65