Cherry Tree Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.5K | Sell |
81
-38
| -32% | -$11K | 0.01% | 321 |
|
|
2025
Q1 | $35.9K | Buy |
119
+43
| +57% | +$13K | 0.01% | 284 |
|
|
2024
Q4 | $21K | Hold |
76
| – | – | 0.01% | 334 |
|
|
2024
Q3 | $21.9K | Hold |
76
| – | – | 0.01% | 332 |
|
|
2024
Q2 | $19.4K | Buy |
76
+29
| +62% | +$7.4K | ﹤0.01% | 333 |
|
|
2024
Q1 | $12.2K | Hold |
47
| – | – | ﹤0.01% | 359 |
|
|
2023
Q4 | $10.6K | Hold |
47
| – | – | ﹤0.01% | 352 |
|
|
2023
Q3 | $9.79K | Buy |
47
+38
| +422% | +$7.91K | ﹤0.01% | 343 |
|
|
2023
Q2 | $1.73K | Buy |
+9
| New | +$1.73K | ﹤0.01% | 503 |
|