Empirical 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 | $349K | Buy |
1,205
+5
| +0.4% | +$1.45K | 0.01% | 497 |
|
|
2025
Q1 | $362K | Sell |
1,200
-782
| -39% | -$236K | 0.01% | 466 |
|
|
2024
Q4 | $548K | Buy |
1,982
+614
| +45% | +$170K | 0.01% | 367 |
|
|
2024
Q3 | $395K | Buy |
1,368
+15
| +1% | +$4.33K | 0.01% | 410 |
|
|
2024
Q2 | $345K | Sell |
1,353
-111
| -8% | -$28.3K | 0.01% | 425 |
|
|
2024
Q1 | $379K | Buy |
1,464
+327
| +29% | +$84.7K | 0.01% | 386 |
|
|
2023
Q4 | $257K | Sell |
1,137
-573
| -34% | -$129K | 0.01% | 428 |
|
|
2023
Q3 | $356K | Buy |
1,710
+103
| +6% | +$21.4K | 0.01% | 341 |
|
|
2023
Q2 | $309K | Sell |
1,607
-59
| -4% | -$11.4K | 0.01% | 364 |
|
|
2023
Q1 | $324K | Sell |
1,666
-39
| -2% | -$7.57K | 0.01% | 384 |
|
|
2022
Q4 | $376K | Sell |
1,705
-138
| -7% | -$30.4K | 0.02% | 349 |
|
|
2022
Q3 | $335K | Sell |
1,843
-21
| -1% | -$3.82K | 0.02% | 356 |
|
|
2022
Q2 | $366K | Buy |
1,864
+250
| +15% | +$49.1K | 0.02% | 348 |
|
|
2022
Q1 | $345K | Sell |
1,614
-11
| -0.7% | -$2.35K | 0.02% | 383 |
|
|
2021
Q4 | $314K | Buy |
1,625
+11
| +0.7% | +$2.13K | 0.02% | 412 |
|
|
2021
Q3 | $280K | Sell |
1,614
-215
| -12% | -$37.3K | 0.02% | 388 |
|
|
2021
Q2 | $291K | Buy |
1,829
+239
| +15% | +$38K | 0.02% | 373 |
|
|
2021
Q1 | $251K | Sell |
1,590
-300
| -16% | -$47.4K | 0.02% | 343 |
|
|
2020
Q4 | $291K | Buy |
+1,890
| New | +$291K | 0.02% | 304 |
|