GeoWealth 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 | $2.92M | Sell |
10,089
-4,874
| -33% | -$1.41M | 0.11% | 104 |
|
|
2025
Q1 | $4.52M | Buy |
14,963
+2,562
| +21% | +$774K | 0.18% | 71 |
|
|
2024
Q4 | $3.43M | Buy |
12,401
+8,878
| +252% | +$2.45M | 0.11% | 125 |
|
|
2024
Q3 | $1.02M | Sell |
3,523
-172
| -5% | -$49.6K | 0.04% | 307 |
|
|
2024
Q2 | $943K | Buy |
3,695
+335
| +10% | +$85.5K | 0.04% | 284 |
|
|
2024
Q1 | $871K | Buy |
3,360
+525
| +19% | +$136K | 0.03% | 324 |
|
|
2023
Q4 | $640K | Buy |
2,835
+82
| +3% | +$18.5K | 0.05% | 284 |
|
|
2023
Q3 | $573K | Buy |
2,753
+2,738
| +18,253% | +$570K | 0.07% | 194 |
|
|
2023
Q2 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 420 |
|