Center for Financial Planning’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Buy |
1,981
+32
| +2% | +$9.27K | 0.07% | 94 |
|
|
2025
Q1 | $589K | Buy |
1,949
+134
| +7% | +$40.5K | 0.08% | 89 |
|
|
2024
Q4 | $502K | Buy |
1,815
+77
| +4% | +$21.3K | 0.07% | 95 |
|
|
2024
Q3 | $501K | Sell |
1,738
-995
| -36% | -$287K | 0.07% | 89 |
|
|
2024
Q2 | $697K | Buy |
2,733
+85
| +3% | +$21.7K | 0.1% | 70 |
|
|
2024
Q1 | $686K | Buy |
2,648
+131
| +5% | +$33.9K | 0.1% | 70 |
|
|
2023
Q4 | $569K | Buy |
2,517
+18
| +0.7% | +$4.07K | 0.1% | 74 |
|
|
2023
Q3 | $520K | Buy |
2,499
+71
| +3% | +$14.8K | 0.11% | 73 |
|
|
2023
Q2 | $468K | Buy |
2,428
+108
| +5% | +$20.8K | 0.1% | 81 |
|
|
2023
Q1 | $451K | Sell |
2,320
-54
| -2% | -$10.5K | 0.1% | 83 |
|
|
2022
Q4 | $524K | Buy |
2,374
+252
| +12% | +$55.6K | 0.13% | 73 |
|
|
2022
Q3 | $386K | Hold |
2,122
| – | – | 0.1% | 82 |
|
|
2022
Q2 | $417K | Buy |
2,122
+90
| +4% | +$17.7K | 0.11% | 81 |
|
|
2022
Q1 | $435K | Buy |
2,032
+82
| +4% | +$17.6K | 0.09% | 86 |
|
|
2021
Q4 | $377K | Buy |
1,950
+72
| +4% | +$13.9K | 0.08% | 94 |
|
|
2021
Q3 | $326K | Buy |
1,878
+153
| +9% | +$26.6K | 0.08% | 97 |
|
|
2021
Q2 | $274K | Buy |
1,725
+7
| +0.4% | +$1.11K | 0.07% | 109 |
|
|
2021
Q1 | $271K | Buy |
1,718
+771
| +81% | +$122K | 0.07% | 105 |
|
|
2020
Q4 | $146K | Buy |
947
+75
| +9% | +$11.6K | 0.04% | 134 |
|
|
2020
Q3 | $101K | Buy |
872
+224
| +35% | +$25.9K | 0.03% | 141 |
|
|
2020
Q2 | $82K | Sell |
648
-2,852
| -81% | -$361K | 0.03% | 150 |
|
|
2020
Q1 | $391K | Buy |
3,500
+86
| +3% | +$9.61K | 0.13% | 69 |
|
|
2019
Q4 | $531K | Buy |
+3,414
| New | +$531K | 0.13% | 70 |
|