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 |
|