Gould Asset 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 | $224K | Buy |
774
+28
| +4% | +$8.11K | 0.04% | 157 |
|
|
2025
Q1 | $225K | Hold |
746
| – | – | 0.05% | 150 |
|
|
2024
Q4 | $206K | Hold |
746
| – | – | 0.04% | 156 |
|
|
2024
Q3 | $215K | Sell |
746
-140
| -16% | -$40.4K | 0.05% | 150 |
|
|
2024
Q2 | $226K | Hold |
886
| – | – | 0.05% | 148 |
|
|
2024
Q1 | $230K | Hold |
886
| – | – | 0.06% | 148 |
|
|
2023
Q4 | $200K | Buy |
+886
| New | +$200K | 0.05% | 152 |
|
|
2023
Q1 | – | Sell |
-911
| Closed | -$201K | – | 154 |
|
|
2022
Q4 | $201K | Sell |
911
-400
| -31% | -$88.2K | 0.06% | 149 |
|
|
2022
Q3 | $238K | Hold |
1,311
| – | – | 0.08% | 103 |
|
|
2022
Q2 | $258K | Hold |
1,311
| – | – | 0.08% | 114 |
|
|
2022
Q1 | $280K | Hold |
1,311
| – | – | 0.08% | 115 |
|
|
2021
Q4 | $253K | Buy |
+1,311
| New | +$253K | 0.07% | 121 |
|
|
2019
Q2 | – | Sell |
-1,998
| Closed | -$280K | – | 145 |
|
|
2019
Q1 | $280K | Buy |
+1,998
| New | +$280K | 0.1% | 108 |
|
|
2018
Q3 | – | Sell |
-1,838
| Closed | -$233K | – | 144 |
|
|
2018
Q2 | $233K | Buy |
+1,838
| New | +$233K | 0.1% | 114 |
|