Evermay 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 | $489K | Buy |
1,684
+38
| +2% | +$11K | 0.06% | 128 |
|
|
2025
Q1 | $498K | Sell |
1,646
-26
| -2% | -$7.86K | 0.07% | 124 |
|
|
2024
Q4 | $463K | Buy |
1,672
+33
| +2% | +$9.13K | 0.07% | 129 |
|
|
2024
Q3 | $473K | Buy |
1,639
+49
| +3% | +$14.2K | 0.08% | 129 |
|
|
2024
Q2 | $406K | Sell |
1,590
-56
| -3% | -$14.3K | 0.07% | 142 |
|
|
2024
Q1 | $427K | Sell |
1,646
-36
| -2% | -$9.34K | 0.06% | 140 |
|
|
2023
Q4 | $381K | Buy |
1,682
+10
| +0.6% | +$2.26K | 0.07% | 124 |
|
|
2023
Q3 | $349K | Buy |
1,672
+122
| +8% | +$25.5K | 0.07% | 120 |
|
|
2023
Q2 | $299K | Buy |
1,550
+39
| +3% | +$7.53K | 0.06% | 135 |
|
|
2023
Q1 | $294K | Buy |
1,511
+840
| +125% | +$164K | 0.06% | 138 |
|
|
2022
Q4 | $148K | Buy |
671
+284
| +73% | +$62.8K | 0.03% | 191 |
|
|
2022
Q3 | $71K | Buy |
387
+79
| +26% | +$14.5K | 0.01% | 250 |
|
|
2022
Q2 | $61K | Hold |
308
| – | – | 0.01% | 262 |
|
|
2022
Q1 | $66K | Hold |
308
| – | – | 0.01% | 278 |
|
|
2021
Q4 | $60K | Hold |
308
| – | – | 0.01% | 259 |
|
|
2021
Q3 | $53K | Hold |
308
| – | – | 0.01% | 256 |
|
|
2021
Q2 | $49K | Buy |
+308
| New | +$49K | 0.01% | 286 |
|
|
2019
Q4 | – | Sell |
-1,949
| Closed | -$315K | – | 161 |
|
|
2019
Q3 | $315K | Sell |
1,949
-89
| -4% | -$14.4K | 0.09% | 112 |
|
|
2019
Q2 | $300K | Sell |
2,038
-6
| -0.3% | -$883 | 0.08% | 112 |
|
|
2019
Q1 | $286K | Sell |
2,044
-35
| -2% | -$4.9K | 0.08% | 113 |
|
|
2018
Q4 | $269K | Buy |
2,079
+6
| +0.3% | +$776 | 0.09% | 111 |
|
|
2018
Q3 | $277K | Buy |
2,073
+70
| +3% | +$9.35K | 0.09% | 114 |
|
|
2018
Q2 | $254K | Buy |
2,003
+456
| +29% | +$57.8K | 0.08% | 117 |
|
|
2018
Q1 | $212K | Sell |
1,547
-63
| -4% | -$8.63K | 0.07% | 127 |
|
|
2017
Q4 | $235K | Sell |
1,610
-65
| -4% | -$9.49K | 0.09% | 123 |
|
|
2017
Q3 | $239K | Buy |
1,675
+63
| +4% | +$8.99K | 0.1% | 91 |
|
|
2017
Q2 | $234K | Hold |
1,612
| – | – | 0.1% | 84 |
|
|
2017
Q1 | $220K | Hold |
1,612
| – | – | 0.1% | 93 |
|
|
2016
Q4 | $213K | Hold |
1,612
| – | – | 0.1% | 73 |
|
|
2016
Q3 | $203K | Hold |
1,612
| – | – | 0.1% | 73 |
|
|
2016
Q2 | $211K | Buy |
+1,612
| New | +$211K | 0.11% | 71 |
|