GC Wealth Management RIA’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.03M | Buy |
17,346
+5,951
| +52% | +$1.72M | 0.41% | 45 |
|
|
2025
Q1 | $3.44M | Buy |
11,395
+714
| +7% | +$216K | 0.63% | 37 |
|
|
2024
Q4 | $2.95M | Buy |
10,681
+8,194
| +329% | +$2.26M | 0.52% | 39 |
|
|
2024
Q3 | $717K | Sell |
2,487
-257
| -9% | -$74.1K | 0.13% | 144 |
|
|
2024
Q2 | $700K | Sell |
2,744
-110
| -4% | -$28.1K | 0.14% | 133 |
|
|
2024
Q1 | $740K | Sell |
2,854
-80
| -3% | -$20.7K | 0.15% | 122 |
|
|
2023
Q4 | $663K | Buy |
+2,934
| New | +$663K | 0.3% | 89 |
|