Carolinas Wealth Consulting’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-417
| Closed | -$126K | – | 128 |
|
|
2025
Q1 | $126K | Buy |
417
+8
| +2% | +$2.42K | 0.03% | 217 |
|
|
2024
Q4 | $113K | Hold |
409
| – | – | 0.02% | 239 |
|
|
2024
Q3 | $118K | Sell |
409
-15
| -4% | -$4.33K | 0.02% | 233 |
|
|
2024
Q2 | $108K | Buy |
424
+2
| +0.5% | +$509 | 0.02% | 243 |
|
|
2024
Q1 | $110K | Buy |
422
+7
| +2% | +$1.82K | 0.02% | 244 |
|
|
2023
Q4 | $94.1K | Hold |
415
| – | – | 0.02% | 240 |
|
|
2023
Q3 | $89K | Hold |
415
| – | – | 0.02% | 228 |
|
|
2023
Q2 | $80.3K | Sell |
415
-155
| -27% | -$30K | 0.02% | 290 |
|
|
2023
Q1 | $111K | Buy |
570
+15
| +3% | +$2.92K | 0.02% | 255 |
|
|
2022
Q4 | $123K | Hold |
555
| – | – | 0.03% | 231 |
|
|
2022
Q3 | $101K | Hold |
555
| – | – | 0.03% | 242 |
|
|
2022
Q2 | $110K | Hold |
555
| – | – | 0.03% | 235 |
|
|
2022
Q1 | $119K | Buy |
555
+51
| +10% | +$10.9K | 0.03% | 235 |
|
|
2021
Q4 | $98K | Buy |
504
+43
| +9% | +$8.36K | 0.02% | 265 |
|
|
2021
Q3 | $80K | Hold |
461
| – | – | 0.02% | 268 |
|
|
2021
Q2 | $74K | Hold |
461
| – | – | 0.02% | 305 |
|
|
2021
Q1 | $73K | Buy |
461
+103
| +29% | +$16.3K | 0.02% | 301 |
|
|
2020
Q4 | $55K | Buy |
358
+334
| +1,392% | +$51.3K | 0.01% | 324 |
|
|
2020
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 625 |
|
|
2020
Q2 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 441 |
|