Doyle Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $9.85M | Sell |
54,158
-916
| -2% | -$167K | 0.85% | 46 |
|
|
2022
Q2 | $10.8M | Sell |
55,074
-1,246
| -2% | -$245K | 0.87% | 46 |
|
|
2022
Q1 | $12M | Sell |
56,320
-631
| -1% | -$135K | 0.87% | 46 |
|
|
2021
Q4 | $11M | Sell |
56,951
-928
| -2% | -$179K | 0.79% | 51 |
|
|
2021
Q3 | $10M | Sell |
57,879
-786
| -1% | -$136K | 0.8% | 50 |
|
|
2021
Q2 | $9.32M | Buy |
58,665
+117
| +0.2% | +$18.6K | 0.77% | 53 |
|
|
2021
Q1 | $9.25M | Sell |
58,548
-979
| -2% | -$155K | 0.89% | 43 |
|
|
2020
Q4 | $9.16M | Sell |
59,527
-7,267
| -11% | -$1.12M | 0.93% | 40 |
|
|
2020
Q3 | $7.76M | Buy |
66,794
+4,278
| +7% | +$497K | 0.9% | 42 |
|
|
2020
Q2 | $7.92M | Buy |
62,516
+7,819
| +14% | +$990K | 1.04% | 39 |
|
|
2020
Q1 | $6.11M | Buy |
54,697
+2,558
| +5% | +$286K | 0.97% | 39 |
|
|
2019
Q4 | $8.12M | Buy |
52,139
+2,372
| +5% | +$369K | 1.01% | 41 |
|
|
2019
Q3 | $8.03M | Sell |
49,767
-572
| -1% | -$92.3K | 1.11% | 42 |
|
|
2019
Q2 | $7.41M | Sell |
50,339
-933
| -2% | -$137K | 1.03% | 40 |
|
|
2019
Q1 | $7.42M | Sell |
51,272
-1,104
| -2% | -$160K | 1.08% | 41 |
|
|
2018
Q4 | $6.77M | Sell |
52,376
-61
| -0.1% | -$7.88K | 1.14% | 32 |
|
|
2018
Q3 | $7.01M | Sell |
52,437
-1,329
| -2% | -$178K | 1.09% | 37 |
|
|
2018
Q2 | $6.83M | Buy |
53,766
+1,247
| +2% | +$158K | 1.13% | 36 |
|
|
2018
Q1 | $7.18M | Buy |
52,519
+2,233
| +4% | +$305K | 1.21% | 33 |
|
|
2017
Q4 | $7.35M | Buy |
50,286
+221
| +0.4% | +$32.3K | 1.24% | 31 |
|
|
2017
Q3 | $7.14M | Buy |
50,065
+2,133
| +4% | +$304K | 1.25% | 34 |
|
|
2017
Q2 | $6.97M | Buy |
47,932
+2,622
| +6% | +$381K | 1.29% | 35 |
|
|
2017
Q1 | $6.17M | Buy |
+45,310
| New | +$6.17M | 1.26% | 31 |
|