Cyndeo Wealth Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.75M | Buy |
26,743
+403
| +2% | +$117K | 0.46% | 65 |
|
|
2025
Q1 | $7.95M | Buy |
26,340
+7,205
| +38% | +$2.18M | 0.52% | 58 |
|
|
2024
Q4 | $5.29M | Buy |
19,135
+237
| +1% | +$65.5K | 0.36% | 83 |
|
|
2024
Q3 | $5.45M | Sell |
18,898
-12,546
| -40% | -$3.62M | 0.38% | 83 |
|
|
2024
Q2 | $8.02M | Buy |
31,444
+405
| +1% | +$103K | 0.63% | 37 |
|
|
2024
Q1 | $8.04M | Buy |
31,039
+803
| +3% | +$208K | 0.67% | 34 |
|
|
2023
Q4 | $6.83M | Sell |
30,236
-2,216
| -7% | -$501K | 0.63% | 41 |
|
|
2023
Q3 | $6.76M | Buy |
32,452
+14,138
| +77% | +$2.94M | 0.7% | 38 |
|
|
2023
Q2 | $3.53M | Buy |
18,314
+15,512
| +554% | +$2.99M | 0.37% | 93 |
|
|
2023
Q1 | $544K | Buy |
2,802
+27
| +1% | +$5.24K | 0.06% | 213 |
|
|
2022
Q4 | $612K | Buy |
+2,775
| New | +$612K | 0.07% | 197 |
|