FSM Wealth Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Buy |
2,726
+104
| +4% | +$29.1K | 0.12% | 107 |
|
|
2025
Q1 | $792K | Buy |
2,622
+55
| +2% | +$16.6K | 0.18% | 78 |
|
|
2024
Q4 | $702K | Sell |
2,567
-61
| -2% | -$16.7K | 0.17% | 79 |
|
|
2024
Q3 | $758K | Buy |
2,628
+66
| +3% | +$19K | 0.2% | 72 |
|
|
2024
Q2 | $653K | Buy |
2,562
+217
| +9% | +$55.4K | 0.22% | 72 |
|
|
2024
Q1 | $608K | Sell |
2,345
-10
| -0.4% | -$2.59K | 0.22% | 75 |
|
|
2023
Q4 | $532K | Buy |
2,355
+14
| +0.6% | +$3.16K | 0.23% | 77 |
|
|
2023
Q3 | $487K | Sell |
2,341
-135
| -5% | -$28.1K | 0.25% | 78 |
|
|
2023
Q2 | $476K | Sell |
2,476
-195
| -7% | -$37.5K | 0.24% | 86 |
|
|
2023
Q1 | $519K | Buy |
2,671
+369
| +16% | +$71.7K | 0.3% | 73 |
|
|
2022
Q4 | $508K | Sell |
2,302
-117
| -5% | -$25.8K | 0.36% | 70 |
|
|
2022
Q3 | $440K | Buy |
2,419
+22
| +0.9% | +$4K | 0.37% | 71 |
|
|
2022
Q2 | $447K | Buy |
+2,397
| New | +$447K | 0.44% | 61 |
|