Cardiff Park Advisors’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$597K Buy
2,060
+282
+16% +$81.7K 0.05% 149
2025
Q1
$537K Sell
1,778
-494
-22% -$149K 0.05% 154
2024
Q4
$628K Buy
2,272
+506
+29% +$140K 0.06% 137
2024
Q3
$509K Buy
1,766
+6
+0.3% +$1.73K 0.05% 157
2024
Q2
$449K Buy
1,760
+6
+0.3% +$1.53K 0.04% 165
2024
Q1
$454K Buy
1,754
+754
+75% +$195K 0.04% 169
2023
Q4
$226K Buy
+1,000
New +$226K 0.03% 214