Gries Financial’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Buy |
1,659
+76
| +5% | +$22K | 0.09% | 175 |
|
|
2025
Q1 | $478K | Buy |
1,583
+57
| +4% | +$17.2K | 0.09% | 168 |
|
|
2024
Q4 | $422K | Buy |
1,526
+405
| +36% | +$112K | 0.07% | 176 |
|
|
2024
Q3 | $323K | Buy |
1,121
+33
| +3% | +$9.52K | 0.06% | 196 |
|
|
2024
Q2 | $278K | Buy |
1,088
+30
| +3% | +$7.65K | 0.06% | 196 |
|
|
2024
Q1 | $274K | Sell |
1,058
-29
| -3% | -$7.52K | 0.05% | 227 |
|
|
2023
Q4 | $246K | Buy |
1,087
+27
| +3% | +$6.1K | 0.05% | 186 |
|
|
2023
Q3 | $221K | Buy |
+1,060
| New | +$221K | 0.06% | 171 |
|
|
2021
Q3 | – | Sell |
-3,560
| Closed | -$613K | – | 165 |
|
|
2021
Q2 | $613K | Hold |
3,560
| – | – | 0.2% | 97 |
|
|
2021
Q1 | $601K | Buy |
+3,560
| New | +$601K | 0.19% | 102 |
|