Daymark 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 | $6.93M | Buy |
23,915
+282
| +1% | +$81.7K | 0.26% | 77 |
|
|
2025
Q1 | $7.14M | Sell |
23,633
-216
| -0.9% | -$65.2K | 0.31% | 71 |
|
|
2024
Q4 | $6.59M | Sell |
23,849
-1,207
| -5% | -$333K | 0.28% | 75 |
|
|
2024
Q3 | $7.23M | Buy |
25,056
+455
| +2% | +$131K | 0.31% | 72 |
|
|
2024
Q2 | $6.28M | Buy |
24,601
+3,228
| +15% | +$823K | 0.29% | 76 |
|
|
2024
Q1 | $5.54M | Buy |
21,373
+65
| +0.3% | +$16.8K | 0.3% | 81 |
|
|
2023
Q4 | $4.82M | Buy |
21,308
+711
| +3% | +$161K | 0.3% | 81 |
|
|
2023
Q3 | $4.29M | Buy |
20,597
+11,493
| +126% | +$2.39M | 0.3% | 77 |
|
|
2023
Q2 | $1.75M | Buy |
9,104
+1,699
| +23% | +$327K | 0.13% | 125 |
|
|
2023
Q1 | $1.44M | Buy |
7,405
+2,054
| +38% | +$399K | 0.19% | 100 |
|
|
2022
Q4 | $1.18M | Buy |
+5,351
| New | +$1.18M | 0.21% | 84 |
|