Guardian Wealth Advisors (Minnesota)’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
1,050
+21
| +2% | +$6.08K | 0.18% | 53 |
|
|
2025
Q1 | $311K | Sell |
1,029
-3
| -0.3% | -$906 | 0.2% | 58 |
|
|
2024
Q4 | $285K | Sell |
1,032
-85
| -8% | -$23.5K | 0.18% | 59 |
|
|
2024
Q3 | $322K | Buy |
1,117
+1
| +0.1% | +$288 | 0.2% | 59 |
|
|
2024
Q2 | $285K | Buy |
1,116
+10
| +0.9% | +$2.55K | 0.19% | 60 |
|
|
2024
Q1 | $287K | Buy |
1,106
+80
| +8% | +$20.7K | 0.19% | 64 |
|
|
2023
Q4 | $232K | Buy |
1,026
+36
| +4% | +$8.13K | 0.16% | 67 |
|
|
2023
Q3 | $206K | Buy |
+990
| New | +$206K | 0.16% | 67 |
|