Concord Wealth 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 | $2.3M | Sell |
7,949
-1,091
| -12% | -$316K | 0.34% | 74 |
|
|
2025
Q1 | $2.73M | Buy |
9,040
+88
| +1% | +$26.6K | 0.45% | 58 |
|
|
2024
Q4 | $2.47M | Buy |
8,952
+2,276
| +34% | +$629K | 0.41% | 59 |
|
|
2024
Q3 | $1.93M | Buy |
6,676
+1,775
| +36% | +$512K | 0.32% | 69 |
|
|
2024
Q2 | $1.25M | Buy |
4,901
+935
| +24% | +$238K | 0.22% | 90 |
|
|
2024
Q1 | $1.03M | Buy |
3,966
+1,684
| +74% | +$436K | 0.18% | 98 |
|
|
2023
Q4 | $516K | Buy |
2,282
+1,997
| +701% | +$451K | 0.1% | 125 |
|
|
2023
Q3 | $59.3K | Sell |
285
-20
| -7% | -$4.16K | 0.01% | 359 |
|
|
2023
Q2 | $58.7K | Buy |
305
+92
| +43% | +$17.7K | 0.01% | 340 |
|
|
2023
Q1 | $41.4K | Sell |
213
-61
| -22% | -$11.9K | 0.01% | 374 |
|
|
2022
Q4 | $60.5K | Buy |
+274
| New | +$60.5K | 0.02% | 336 |
|
|
2022
Q3 | – | Sell |
-881
| Closed | -$173K | – | 301 |
|
|
2022
Q2 | $173K | Sell |
881
-128
| -13% | -$25.1K | 0.05% | 175 |
|
|
2022
Q1 | $216K | Buy |
1,009
+47
| +5% | +$10.1K | 0.06% | 168 |
|
|
2021
Q4 | $186K | Buy |
962
+698
| +264% | +$135K | 0.05% | 200 |
|
|
2021
Q3 | $46K | Sell |
264
-520
| -66% | -$90.6K | 0.02% | 231 |
|
|
2021
Q2 | $125K | Buy |
784
+242
| +45% | +$38.6K | 0.04% | 203 |
|
|
2021
Q1 | $86K | Buy |
542
+537
| +10,740% | +$85.2K | 0.03% | 238 |
|
|
2020
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 602 |
|