Gilliland Jeter Wealth 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 | $1.91M | Sell |
6,591
-26
| -0.4% | -$7.53K | 0.62% | 41 |
|
2025
Q1 | $2M | Sell |
6,617
-18
| -0.3% | -$5.44K | 0.71% | 41 |
|
2024
Q4 | $1.83M | Sell |
6,635
-104
| -2% | -$28.7K | 0.62% | 40 |
|
2024
Q3 | $1.94M | Buy |
6,739
+182
| +3% | +$52.5K | 0.63% | 41 |
|
2024
Q2 | $1.67M | Sell |
6,557
-151
| -2% | -$38.5K | 0.56% | 44 |
|
2024
Q1 | $1.74M | Buy |
6,708
+476
| +8% | +$123K | 0.61% | 43 |
|
2023
Q4 | $1.41M | Buy |
+6,232
| New | +$1.41M | 0.58% | 48 |
|