Copperwynd Financial’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
786
+71
| +10% | +$20.6K | 0.06% | 144 |
|
|
2025
Q1 | $216K | Buy |
+715
| New | +$216K | 0.06% | 138 |
|
|
2024
Q1 | – | Sell |
-1,026
| Closed | -$232K | – | 144 |
|
|
2023
Q4 | $232K | Buy |
1,026
+19
| +2% | +$4.29K | 0.09% | 125 |
|
|
2023
Q3 | $210K | Buy |
+1,007
| New | +$210K | 0.1% | 120 |
|
|
2023
Q2 | – | Sell |
-1,033
| Closed | -$201K | – | 143 |
|
|
2023
Q1 | $201K | Buy |
1,033
+86
| +9% | +$16.7K | 0.1% | 130 |
|
|
2022
Q4 | $209K | Buy |
+947
| New | +$209K | 0.12% | 124 |
|