Firethorn Wealth Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $516K | Buy |
1,782
+289
| +19% | +$83.7K | 0.22% | 94 |
|
2025
Q1 | $451K | Buy |
1,493
+92
| +7% | +$27.8K | 0.22% | 101 |
|
2024
Q4 | $387K | Buy |
1,401
+58
| +4% | +$16K | 0.19% | 97 |
|
2024
Q3 | $387K | Buy |
1,343
+47
| +4% | +$13.6K | 0.2% | 99 |
|
2024
Q2 | $331K | Buy |
1,296
+41
| +3% | +$10.5K | 0.19% | 102 |
|
2024
Q1 | $325K | Sell |
1,255
-51
| -4% | -$13.2K | 0.19% | 105 |
|
2023
Q4 | $295K | Buy |
1,306
+199
| +18% | +$45K | 0.19% | 103 |
|
2023
Q3 | $230K | Buy |
+1,107
| New | +$230K | 0.18% | 102 |
|
2023
Q2 | – | Sell |
-1,022
| Closed | -$207K | – | 121 |
|
2023
Q1 | $207K | Buy |
1,022
+61
| +6% | +$12.3K | 0.16% | 109 |
|
2022
Q4 | $212K | Sell |
961
-144
| -13% | -$31.8K | 0.18% | 112 |
|
2022
Q3 | $201K | Sell |
1,105
-50
| -4% | -$9.1K | 0.19% | 112 |
|
2022
Q2 | $214K | Buy |
1,155
+98
| +9% | +$18.2K | 0.17% | 113 |
|
2022
Q1 | $226K | Sell |
1,057
-3
| -0.3% | -$641 | 0.17% | 117 |
|
2021
Q4 | $205K | Buy |
+1,060
| New | +$205K | 0.15% | 126 |
|