Kathleen S. Wright Associates’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Hold |
420
| – | – | 0.05% | 117 |
|
|
2025
Q1 | $127K | Hold |
420
| – | – | 0.05% | 117 |
|
|
2024
Q4 | $116K | Hold |
420
| – | – | 0.05% | 120 |
|
|
2024
Q3 | $121K | Hold |
420
| – | – | 0.05% | 121 |
|
|
2024
Q2 | $107K | Hold |
420
| – | – | 0.05% | 122 |
|
|
2024
Q1 | $109K | Hold |
420
| – | – | 0.05% | 119 |
|
|
2023
Q4 | $94.9K | Hold |
420
| – | – | 0.05% | 108 |
|
|
2023
Q3 | $87.4K | Hold |
420
| – | – | 0.05% | 108 |
|
|
2023
Q2 | $80.9K | Hold |
420
| – | – | 0.05% | 97 |
|
|
2023
Q1 | $81.6K | Hold |
420
| – | – | 0.05% | 95 |
|
|
2022
Q4 | $93K | Hold |
420
| – | – | 0.06% | 101 |
|
|
2022
Q3 | $76K | Hold |
420
| – | – | 0.06% | 100 |
|
|
2022
Q2 | $83K | Hold |
420
| – | – | 0.07% | 94 |
|
|
2022
Q1 | $90K | Hold |
420
| – | – | 0.07% | 95 |
|
|
2021
Q4 | $81K | Buy |
+420
| New | +$81K | 0.06% | 93 |
|