CastleKeep Investment 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 | $1.2M | Sell |
4,138
-374
| -8% | -$108K | 0.59% | 57 |
|
|
2025
Q1 | $1.36M | Buy |
4,512
+98
| +2% | +$29.6K | 0.7% | 42 |
|
|
2024
Q4 | $1.22M | Buy |
4,414
+45
| +1% | +$12.4K | 0.85% | 42 |
|
|
2024
Q3 | $1.26M | Sell |
4,369
-331
| -7% | -$95.5K | 0.86% | 29 |
|
|
2024
Q2 | $1.2M | Sell |
4,700
-14
| -0.3% | -$3.57K | 0.92% | 20 |
|
|
2024
Q1 | $1.22M | Sell |
4,714
-377
| -7% | -$97.7K | 0.88% | 21 |
|
|
2023
Q4 | $1.15M | Buy |
+5,091
| New | +$1.15M | 0.82% | 32 |
|