Confluence Wealth Services’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Buy |
13,811
+64
| +0.5% | +$18.5K | 0.22% | 60 |
|
|
2025
Q1 | $3.91M | Buy |
13,747
+3,594
| +35% | +$1.02M | 0.25% | 56 |
|
|
2024
Q4 | $2.71M | Sell |
10,153
-457
| -4% | -$122K | 0.18% | 66 |
|
|
2024
Q3 | $3.06M | Sell |
10,610
-2,582
| -20% | -$745K | 0.22% | 56 |
|
|
2024
Q2 | $3.37M | Buy |
13,192
+1,071
| +9% | +$273K | 0.27% | 48 |
|
|
2024
Q1 | $3.14M | Buy |
12,121
+1,901
| +19% | +$493K | 0.28% | 48 |
|
|
2023
Q4 | $2.31M | Sell |
10,220
-234
| -2% | -$52.9K | 0.25% | 58 |
|
|
2023
Q3 | $2.18M | Buy |
10,454
+182
| +2% | +$37.9K | 0.43% | 45 |
|
|
2023
Q2 | $1.98M | Sell |
10,272
-13
| -0.1% | -$2.5K | 0.42% | 48 |
|
|
2023
Q1 | $2M | Buy |
10,285
+428
| +4% | +$83.1K | 0.47% | 43 |
|
|
2022
Q4 | $2.17M | Buy |
9,857
+173
| +2% | +$38.2K | 0.57% | 41 |
|
|
2022
Q3 | $1.76M | Sell |
9,684
-76
| -0.8% | -$13.8K | 0.75% | 32 |
|
|
2022
Q2 | $1.89M | Buy |
9,760
+307
| +3% | +$59.5K | 0.83% | 25 |
|
|
2022
Q1 | $2.02M | Buy |
+9,453
| New | +$2.02M | 0.73% | 28 |
|