Journey Strategic Wealth’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $918K | Buy |
3,169
+2,172
| +218% | +$629K | 0.03% | 181 |
|
|
2025
Q1 | $301K | Buy |
997
+26
| +3% | +$7.85K | 0.01% | 334 |
|
|
2024
Q4 | $268K | Hold |
971
| – | – | 0.01% | 367 |
|
|
2024
Q3 | $280K | Buy |
971
+126
| +15% | +$36.3K | 0.01% | 357 |
|
|
2024
Q2 | $216K | Buy |
+845
| New | +$216K | 0.01% | 346 |
|
|
2023
Q1 | – | Sell |
-990
| Closed | -$218K | – | 258 |
|
|
2022
Q4 | $218K | Buy |
+990
| New | +$218K | 0.03% | 197 |
|