Crown Wealth 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 | $214K | Sell |
739
-56
| -7% | -$16.2K | 0.08% | 109 |
|
|
2025
Q1 | $240K | Sell |
795
-15
| -2% | -$4.53K | 0.12% | 88 |
|
|
2024
Q4 | $224K | Sell |
810
-2
| -0.2% | -$553 | 0.09% | 102 |
|
|
2024
Q3 | $234K | Sell |
812
-517
| -39% | -$149K | 0.1% | 99 |
|
|
2024
Q2 | $339K | Buy |
1,329
+460
| +53% | +$117K | 0.17% | 69 |
|
|
2024
Q1 | $225K | Buy |
+869
| New | +$225K | 0.12% | 96 |
|