Connecticut 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 | $1.04M | Sell |
3,586
-10
| -0.3% | -$2.9K | 0.05% | 146 |
|
|
2025
Q1 | $1.09M | Sell |
3,596
-49
| -1% | -$14.8K | 0.06% | 142 |
|
|
2024
Q4 | $1.01M | Buy |
3,645
+103
| +3% | +$28.5K | 0.05% | 131 |
|
|
2024
Q3 | $1.02M | Hold |
3,542
| – | – | 0.05% | 153 |
|
|
2024
Q2 | $903K | Buy |
3,542
+42
| +1% | +$10.7K | 0.05% | 160 |
|
|
2024
Q1 | $907K | Sell |
3,500
-58
| -2% | -$15K | 0.05% | 160 |
|
|
2023
Q4 | $804K | Sell |
3,558
-222
| -6% | -$50.2K | 0.05% | 165 |
|
|
2023
Q3 | $787K | Buy |
3,780
+580
| +18% | +$121K | 0.05% | 130 |
|
|
2023
Q2 | $616K | Buy |
3,200
+279
| +10% | +$53.7K | 0.04% | 134 |
|
|
2023
Q1 | $567K | Buy |
+2,921
| New | +$567K | 0.04% | 134 |
|