Carson Wealth (CWM LLC)’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.62M | Buy |
29,750
+7,318
| +33% | +$2.12M | 0.03% | 424 |
|
|
2025
Q1 | $6.77M | Buy |
22,432
+4,053
| +22% | +$1.22M | 0.03% | 441 |
|
|
2024
Q4 | $5.08M | Buy |
18,379
+3,004
| +20% | +$830K | 0.02% | 473 |
|
|
2024
Q3 | $4.43M | Buy |
15,375
+1,950
| +15% | +$562K | 0.02% | 467 |
|
|
2024
Q2 | $3.43M | Buy |
13,425
+2,365
| +21% | +$603K | 0.02% | 505 |
|
|
2024
Q1 | $2.87M | Buy |
11,060
+1,188
| +12% | +$308K | 0.01% | 537 |
|
|
2023
Q4 | $2.23M | Sell |
9,872
-1,093
| -10% | -$247K | 0.01% | 556 |
|
|
2023
Q3 | $2.28M | Buy |
10,965
+2,349
| +27% | +$489K | 0.01% | 512 |
|
|
2023
Q2 | $1.66M | Buy |
8,616
+1,173
| +16% | +$226K | 0.01% | 558 |
|
|
2023
Q1 | $1.45M | Buy |
7,443
+629
| +9% | +$122K | 0.01% | 549 |
|
|
2022
Q4 | $1.5M | Buy |
6,814
+1,541
| +29% | +$340K | 0.01% | 497 |
|
|
2022
Q3 | $959K | Buy |
5,273
+557
| +12% | +$101K | 0.01% | 569 |
|
|
2022
Q2 | $927K | Buy |
4,716
+1,162
| +33% | +$228K | 0.01% | 576 |
|
|
2022
Q1 | $760K | Buy |
3,554
+770
| +28% | +$165K | 0.01% | 625 |
|
|
2021
Q4 | $538K | Buy |
+2,784
| New | +$538K | ﹤0.01% | 705 |
|
|
2021
Q2 | $8.13M | Hold |
51,163
| – | – | 0.06% | 225 |
|
|
2021
Q1 | $8.13M | Hold |
51,163
| – | – | 0.06% | 225 |
|
|
2020
Q4 | $8.13M | Hold |
51,163
| – | – | 0.06% | 225 |
|
|
2020
Q3 | $8.13M | Hold |
51,163
| – | – | 0.06% | 225 |
|
|
2020
Q2 | $8.13M | Hold |
51,163
| – | – | 0.06% | 225 |
|
|
2020
Q1 | $8.13M | Hold |
51,163
| – | – | 0.06% | 225 |
|
|
2019
Q4 | $8.13M | Hold |
51,163
| – | – | 0.06% | 225 |
|
|
2019
Q3 | $8.13M | Hold |
51,163
| – | – | 0.06% | 225 |
|
|
2019
Q2 | $8.13M | Hold |
51,163
| – | – | 0.06% | 225 |
|
|
2019
Q1 | $8.13M | Buy |
51,163
+41,620
| +436% | +$6.62M | 0.06% | 225 |
|
|
2018
Q4 | $1.23M | Buy |
9,543
+6,892
| +260% | +$890K | 0.03% | 343 |
|
|
2018
Q3 | $354K | Buy |
2,651
+1,990
| +301% | +$266K | 0.01% | 419 |
|
|
2018
Q2 | $84K | Buy |
661
+33
| +5% | +$4.19K | ﹤0.01% | 544 |
|
|
2018
Q1 | $86K | Sell |
628
-10
| -2% | -$1.37K | ﹤0.01% | 470 |
|
|
2017
Q4 | $93K | Buy |
638
+30
| +5% | +$4.37K | ﹤0.01% | 435 |
|
|
2017
Q3 | $87K | Buy |
608
+7
| +1% | +$1K | ﹤0.01% | 430 |
|
|
2017
Q2 | $87K | Buy |
601
+82
| +16% | +$11.9K | ﹤0.01% | 400 |
|
|
2017
Q1 | $71K | Sell |
519
-66
| -11% | -$9.03K | ﹤0.01% | 394 |
|
|
2016
Q4 | $77K | Buy |
585
+522
| +829% | +$68.7K | ﹤0.01% | 384 |
|
|
2016
Q3 | $8K | Buy |
63
+19
| +43% | +$2.41K | ﹤0.01% | 735 |
|
|
2016
Q2 | $6K | Buy |
44
+4
| +10% | +$545 | ﹤0.01% | 597 |
|
|
2016
Q1 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 589 |
|
|
2014
Q1 | – | Sell |
-49
| Closed | -$5K | – | 193 |
|
|
2013
Q4 | $5K | Hold |
49
| – | – | ﹤0.01% | 465 |
|
|
2013
Q3 | $5K | Buy |
+49
| New | +$5K | ﹤0.01% | 373 |
|