Cornerstone Planning Group’s Chubb CB Stock Holding History

Cornerstone Planning Group’s Portfolio CB Stock Details CB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$17.4K	Buy
2025 Q1	$17.9K	Buy
2024 Q4	$12.4K	Buy
2024 Q3	$12.3K	Buy
2024 Q2	$11K	Buy
2024 Q1	$9.45K	Buy
2023 Q4	$8.14K	Sell
2023 Q3	$9.37K	Buy
2023 Q2	$8.09K	Buy
2022 Q4	$14.5K	Buy