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