Brown, Lisle/Cummings’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $136K | Hold |
470
| – | – | 0.04% | 250 |
|
|
2025
Q1 | $142K | Hold |
470
| – | – | 0.04% | 240 |
|
|
2024
Q4 | $130K | Hold |
470
| – | – | 0.04% | 242 |
|
|
2024
Q3 | $136K | Hold |
470
| – | – | 0.04% | 239 |
|
|
2024
Q2 | $120K | Hold |
470
| – | – | 0.04% | 243 |
|
|
2024
Q1 | $122K | Hold |
470
| – | – | 0.04% | 232 |
|
|
2023
Q4 | $106K | Hold |
470
| – | – | 0.04% | 231 |
|
|
2023
Q3 | $97.8K | Hold |
470
| – | – | 0.04% | 225 |
|
|
2023
Q2 | $90.5K | Hold |
470
| – | – | 0.04% | 235 |
|
|
2023
Q1 | $91.3K | Buy |
470
+75
| +19% | +$14.6K | 0.05% | 222 |
|
|
2022
Q4 | $87.1K | Hold |
395
| – | – | 0.05% | 219 |
|
|
2022
Q3 | $71.8K | Hold |
395
| – | – | 0.04% | 224 |
|
|
2022
Q2 | $77.6K | Hold |
395
| – | – | 0.04% | 217 |
|
|
2022
Q1 | $84.5K | Hold |
395
| – | – | 0.04% | 222 |
|
|
2021
Q4 | $76.4K | Buy |
+395
| New | +$76.4K | 0.04% | 231 |
|