BSW Wealth Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Sell |
1,864
-8
| -0.4% | -$2.32K | 0.07% | 151 |
|
|
2025
Q1 | $565K | Sell |
1,872
-171
| -8% | -$51.6K | 0.09% | 141 |
|
|
2024
Q4 | $564K | Sell |
2,043
-94
| -4% | -$26K | 0.08% | 141 |
|
|
2024
Q3 | $616K | Buy |
2,137
+707
| +49% | +$204K | 0.09% | 122 |
|
|
2024
Q2 | $365K | Buy |
1,430
+54
| +4% | +$13.8K | 0.06% | 176 |
|
|
2024
Q1 | $357K | Sell |
1,376
-358
| -21% | -$92.8K | 0.06% | 185 |
|
|
2023
Q4 | $392K | Buy |
1,734
+149
| +9% | +$33.7K | 0.08% | 151 |
|
|
2023
Q3 | $330K | Buy |
1,585
+337
| +27% | +$70.2K | 0.07% | 158 |
|
|
2023
Q2 | $240K | Buy |
1,248
+3
| +0.2% | +$578 | 0.05% | 223 |
|
|
2023
Q1 | $242K | Buy |
1,245
+303
| +32% | +$58.8K | 0.05% | 260 |
|
|
2022
Q4 | $208K | Buy |
+942
| New | +$208K | 0.04% | 275 |
|