CWM
Compass Wealth Management’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.58M | Sell |
15,802
-375
| -2% | -$109K | 1.09% | 36 |
|
|
2025
Q1 | $4.89M | Buy |
16,177
+531
| +3% | +$160K | 1.25% | 27 |
|
|
2024
Q4 | $4.32M | Buy |
15,646
+128
| +0.8% | +$35.4K | 1.04% | 33 |
|
|
2024
Q3 | $4.48M | Buy |
15,518
+4,016
| +35% | +$1.16M | 1.05% | 36 |
|
|
2024
Q2 | $2.93M | Buy |
11,502
+1,646
| +17% | +$420K | 0.72% | 52 |
|
|
2024
Q1 | $2.55M | Buy |
9,856
+789
| +9% | +$204K | 0.64% | 56 |
|
|
2023
Q4 | $1.72M | Buy |
9,067
+4,158
| +85% | +$791K | 0.48% | 67 |
|
|
2023
Q3 | $1.02M | Buy |
4,909
+897
| +22% | +$187K | 0.32% | 84 |
|
|
2023
Q2 | $773K | Sell |
4,012
-120
| -3% | -$23.1K | 0.23% | 95 |
|
|
2023
Q1 | $802K | Hold |
4,132
| – | – | 0.26% | 97 |
|
|
2022
Q4 | $912K | Buy |
+4,132
| New | +$912K | 0.3% | 87 |
|