Cornerstone Advisory’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
1,278
+25
| +2% | +$7.24K | 0.04% | 169 |
|
|
2025
Q1 | $362K | Sell |
1,253
-221
| -15% | -$63.9K | 0.04% | 168 |
|
|
2024
Q4 | $390K | Buy |
1,474
+187
| +15% | +$49.5K | 0.04% | 166 |
|
|
2024
Q3 | $371K | Buy |
1,287
+415
| +48% | +$120K | 0.05% | 158 |
|
|
2024
Q2 | $222K | Sell |
872
-164
| -16% | -$41.8K | 0.03% | 198 |
|
|
2024
Q1 | $268K | Buy |
1,036
+34
| +3% | +$8.81K | 0.04% | 197 |
|
|
2023
Q4 | $226K | Buy |
1,002
+21
| +2% | +$4.75K | 0.04% | 207 |
|
|
2023
Q3 | $204K | Buy |
+981
| New | +$204K | 0.04% | 206 |
|
|
2022
Q1 | – | Sell |
-582
| Closed | -$113K | – | 290 |
|
|
2021
Q4 | $113K | Buy |
+582
| New | +$113K | 0.02% | 318 |
|