Dynasty 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 | $858K | Buy |
2,963
+78
| +3% | +$22.6K | 0.01% | 142 |
|
|
2025
Q1 | $871K | Sell |
2,885
-420
| -13% | -$127K | 0.01% | 154 |
|
|
2024
Q4 | $913K | Sell |
3,305
-531
| -14% | -$147K | 0.02% | 153 |
|
|
2024
Q3 | $1.11M | Sell |
3,836
-19
| -0.5% | -$5.48K | 0.03% | 130 |
|
|
2024
Q2 | $983K | Buy |
3,855
+126
| +3% | +$32.1K | 0.03% | 137 |
|
|
2024
Q1 | $966K | Buy |
+3,729
| New | +$966K | 0.03% | 131 |
|