Cornerstone Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
4,173
+10
| +0.2% | +$2.9K | 0.07% | 228 |
|
|
2025
Q1 | $1.26M | Sell |
4,163
-25
| -0.6% | -$7.55K | 0.09% | 202 |
|
|
2024
Q4 | $1.16M | Buy |
4,188
+184
| +5% | +$50.8K | 0.08% | 207 |
|
|
2024
Q3 | $1.15M | Buy |
4,004
+1,200
| +43% | +$346K | 0.08% | 195 |
|
|
2024
Q2 | $715K | Buy |
2,804
+150
| +6% | +$38.3K | 0.06% | 257 |
|
|
2024
Q1 | $688K | Sell |
2,654
-81
| -3% | -$21K | 0.06% | 264 |
|
|
2023
Q4 | $618K | Sell |
2,735
-3
| -0.1% | -$678 | 0.05% | 277 |
|
|
2023
Q3 | $570K | Buy |
2,738
+140
| +5% | +$29.1K | 0.05% | 269 |
|
|
2023
Q2 | $500K | Buy |
2,598
+210
| +9% | +$40.4K | 0.04% | 306 |
|
|
2023
Q1 | $464K | Buy |
+2,388
| New | +$464K | 0.05% | 290 |
|
|
2022
Q3 | $426K | Buy |
+2,340
| New | +$426K | 0.05% | 288 |
|
|
2020
Q3 | – | Sell |
-1,682
| Closed | -$213K | – | 392 |
|
|
2020
Q2 | $213K | Buy |
+1,682
| New | +$213K | 0.03% | 345 |
|
|
2019
Q2 | – | Sell |
-272
| Closed | -$201K | – | 378 |
|
|
2019
Q1 | $201K | Buy |
+272
| New | +$201K | 0.02% | 483 |
|
|
2018
Q4 | – | Sell |
-32,476
| Closed | -$222K | – | 447 |
|
|
2018
Q3 | $222K | Buy |
32,476
+1,996
| +7% | +$13.6K | ﹤0.01% | 1160 |
|
|
2018
Q2 | $240K | Buy |
+30,480
| New | +$240K | ﹤0.01% | 1263 |
|
|
2017
Q2 | – | Sell |
-2,365
| Closed | -$325K | – | 377 |
|
|
2017
Q1 | $325K | Sell |
2,365
-1,598
| -40% | -$220K | 0.08% | 242 |
|
|
2016
Q4 | $522K | Sell |
3,963
-76
| -2% | -$10K | 0.17% | 125 |
|
|
2016
Q3 | $497K | Buy |
+4,039
| New | +$497K | 0.18% | 115 |
|