IHT 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 | $1.37M | Buy |
4,743
+186
| +4% | +$53.9K | 0.04% | 417 |
|
|
2025
Q1 | $1.38M | Buy |
4,557
+534
| +13% | +$161K | 0.04% | 380 |
|
|
2024
Q4 | $1.11M | Sell |
4,023
-1,051
| -21% | -$290K | 0.04% | 422 |
|
|
2024
Q3 | $1.47M | Buy |
5,074
+957
| +23% | +$277K | 0.04% | 396 |
|
|
2024
Q2 | $1.05M | Buy |
4,117
+224
| +6% | +$57.1K | 0.04% | 425 |
|
|
2024
Q1 | $1.01M | Buy |
3,893
+139
| +4% | +$36K | 0.04% | 423 |
|
|
2023
Q4 | $848K | Buy |
3,754
+58
| +2% | +$13.1K | 0.04% | 430 |
|
|
2023
Q3 | $769K | Buy |
3,696
+612
| +20% | +$127K | 0.04% | 411 |
|
|
2023
Q2 | $594K | Buy |
3,084
+1,904
| +161% | +$367K | 0.03% | 490 |
|
|
2023
Q1 | $229K | Buy |
1,180
+168
| +17% | +$32.6K | 0.01% | 802 |
|
|
2022
Q4 | $223K | Sell |
1,012
-289
| -22% | -$63.8K | 0.01% | 781 |
|
|
2022
Q3 | $237K | Buy |
+1,301
| New | +$237K | 0.02% | 707 |
|
|
2021
Q3 | – | Sell |
-4,552
| Closed | -$723K | – | 835 |
|
|
2021
Q2 | $723K | Buy |
4,552
+3,227
| +244% | +$513K | 0.05% | 407 |
|
|
2021
Q1 | $209K | Buy |
+1,325
| New | +$209K | 0.02% | 761 |
|
|
2020
Q1 | – | Sell |
-1,835
| Closed | -$286K | – | 565 |
|
|
2019
Q4 | $286K | Sell |
1,835
-43
| -2% | -$6.7K | 0.03% | 458 |
|
|
2019
Q3 | $303K | Buy |
1,878
+321
| +21% | +$51.8K | 0.04% | 426 |
|
|
2019
Q2 | $229K | Buy |
1,557
+6
| +0.4% | +$882 | 0.03% | 464 |
|
|
2019
Q1 | $217K | Sell |
1,551
-18
| -1% | -$2.52K | 0.04% | 440 |
|
|
2018
Q4 | $203K | Buy |
+1,569
| New | +$203K | 0.04% | 425 |
|
|
2018
Q3 | – | Sell |
-1,632
| Closed | -$207K | – | 430 |
|
|
2018
Q2 | $207K | Buy |
1,632
+50
| +3% | +$6.34K | 0.05% | 380 |
|
|
2018
Q1 | $211K | Sell |
1,582
-85
| -5% | -$11.3K | 0.06% | 336 |
|
|
2017
Q4 | $239K | Sell |
1,667
-15
| -0.9% | -$2.15K | 0.06% | 322 |
|
|
2017
Q3 | $246K | Sell |
1,682
-1,090
| -39% | -$159K | 0.1% | 214 |
|
|
2017
Q2 | $46 | Sell |
2,772
-184
| -6% | -$3 | 0.02% | 522 |
|
|
2017
Q1 | $404K | Sell |
2,956
-19
| -0.6% | -$2.6K | 0.27% | 90 |
|
|
2016
Q4 | $392K | Buy |
+2,975
| New | +$392K | 0.3% | 86 |
|