Golden State Equity 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 | $1.08M | Sell |
3,714
-492
| -12% | -$143K | 0.2% | 125 |
|
|
2025
Q1 | $1.27M | Sell |
4,206
-474
| -10% | -$143K | 0.25% | 100 |
|
|
2024
Q4 | $1.29M | Buy |
4,680
+755
| +19% | +$209K | 0.25% | 101 |
|
|
2024
Q3 | $1.13M | Sell |
3,925
-1,194
| -23% | -$345K | 0.6% | 30 |
|
|
2024
Q2 | $1.31M | Buy |
+5,119
| New | +$1.31M | 0.27% | 87 |
|
|
2023
Q4 | $543K | Buy |
2,404
+562
| +31% | +$127K | 0.13% | 176 |
|
|
2023
Q3 | $383K | Buy |
1,842
+357
| +24% | +$74.3K | 0.11% | 202 |
|
|
2023
Q2 | $286K | Buy |
+1,485
| New | +$286K | 0.08% | 287 |
|