Cornerstone Planning Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.4K | Buy |
65
+2
| +3% | +$535 | ﹤0.01% | 448 |
|
2025
Q1 | $17.9K | Buy |
63
+18
| +40% | +$5.12K | ﹤0.01% | 437 |
|
2024
Q4 | $12.4K | Buy |
45
+2
| +5% | +$553 | ﹤0.01% | 383 |
|
2024
Q3 | $12.4K | Buy |
43
+2
| +5% | +$574 | ﹤0.01% | 377 |
|
2024
Q2 | $11K | Buy |
41
+3
| +8% | +$808 | ﹤0.01% | 418 |
|
2024
Q1 | $9.45K | Buy |
38
+2
| +6% | +$497 | ﹤0.01% | 419 |
|
2023
Q4 | $8.14K | Sell |
36
-9
| -20% | -$2.03K | ﹤0.01% | 467 |
|
2023
Q3 | $9.37K | Buy |
45
+3
| +7% | +$625 | ﹤0.01% | 437 |
|
2023
Q2 | $8.09K | Buy |
+42
| New | +$8.09K | ﹤0.01% | 741 |
|
2022
Q4 | $14.5K | Buy |
+66
| New | +$14.5K | 0.01% | 530 |
|