Catalyst Financial Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $704K | Buy |
2,431
+488
| +25% | +$141K | 0.08% | 127 |
|
2025
Q1 | $587K | Buy |
1,943
+65
| +3% | +$19.6K | 0.11% | 129 |
|
2024
Q4 | $519K | Buy |
1,878
+58
| +3% | +$16K | 0.1% | 132 |
|
2024
Q3 | $525K | Buy |
1,820
+82
| +5% | +$23.6K | 0.1% | 134 |
|
2024
Q2 | $443K | Buy |
1,738
+108
| +7% | +$27.5K | 0.1% | 140 |
|
2024
Q1 | $397K | Buy |
1,630
+8
| +0.5% | +$1.95K | 0.1% | 135 |
|
2023
Q4 | $367K | Buy |
1,622
+33
| +2% | +$7.46K | 0.1% | 137 |
|
2023
Q3 | $331K | Buy |
1,589
+242
| +18% | +$50.4K | 0.11% | 145 |
|
2023
Q2 | $259K | Buy |
1,347
+115
| +9% | +$22.1K | 0.09% | 163 |
|
2023
Q1 | $239K | Sell |
1,232
-122
| -9% | -$23.7K | 0.1% | 153 |
|
2022
Q4 | $299K | Buy |
+1,354
| New | +$299K | 0.15% | 110 |
|