Keyes Stange & Wooten 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 | $837K | Sell |
2,890
-116
| -4% | -$33.6K | 0.43% | 27 |
|
2025
Q1 | $908K | Buy |
3,006
+14
| +0.5% | +$4.23K | 0.52% | 22 |
|
2024
Q4 | $827K | Buy |
2,992
+3
| +0.1% | +$829 | 0.49% | 23 |
|
2024
Q3 | $862K | Sell |
2,989
-567
| -16% | -$164K | 0.51% | 24 |
|
2024
Q2 | $907K | Sell |
3,556
-201
| -5% | -$51.3K | 0.63% | 24 |
|
2024
Q1 | $974K | Sell |
3,757
-55
| -1% | -$14.3K | 0.86% | 21 |
|
2023
Q4 | $862K | Buy |
+3,812
| New | +$862K | 0.92% | 20 |
|