Fiduciary Family Office’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
1,175
+375
| +47% | +$109K | 0.11% | 142 |
|
|
2025
Q1 | $242K | Buy |
+800
| New | +$242K | 0.08% | 168 |
|
|
2024
Q4 | – | Sell |
-894
| Closed | -$258K | – | 91 |
|
|
2024
Q3 | $258K | Sell |
894
-34
| -4% | -$9.81K | 0.09% | 179 |
|
|
2024
Q2 | $237K | Sell |
928
-230
| -20% | -$58.7K | 0.09% | 180 |
|
|
2024
Q1 | $300K | Buy |
+1,158
| New | +$300K | 0.12% | 165 |
|