Eagle Bluffs 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
$470K Buy
1,616
+3
+0.2% +$872 0.22% 58
2025
Q1
$489K Buy
1,613
+4
+0.2% +$1.21K 0.26% 57
2024
Q4
$445K Buy
1,609
+2
+0.1% +$553 0.24% 56
2024
Q3
$465K Hold
1,607
0.25% 56
2024
Q2
$411K Buy
1,607
+23
+1% +$5.89K 0.24% 57
2024
Q1
$412K Hold
1,584
0.26% 59
2023
Q4
$359K Hold
1,584
0.24% 60
2023
Q3
$330K Sell
1,584
-417
-21% -$86.8K 0.25% 59
2023
Q2
$385K Buy
2,001
+52
+3% +$10K 0.3% 53
2023
Q1
$378K Buy
1,949
+22
+1% +$4.27K 0.31% 55
2022
Q4
$425K Sell
1,927
-57
-3% -$12.6K 0.45% 52
2022
Q3
$361K Sell
1,984
-158
-7% -$28.7K 0.42% 53
2022
Q2
$421K Sell
2,142
-46
-2% -$9.04K 0.45% 54
2022
Q1
$468K Buy
2,188
+136
+7% +$29.1K 0.45% 53
2021
Q4
$397K Buy
+2,052
New +$397K 0.41% 51