Kingswood Wealth Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,227
| Closed | -$371K | – | 753 |
|
|
2025
Q1 | $371K | Sell |
1,227
-401
| -25% | -$121K | 0.03% | 478 |
|
|
2024
Q4 | $450K | Sell |
1,628
-7,101
| -81% | -$1.96M | 0.03% | 471 |
|
|
2024
Q3 | $2.52M | Buy |
8,729
+3,061
| +54% | +$883K | 0.18% | 123 |
|
|
2024
Q2 | $1.45M | Buy |
5,668
+17
| +0.3% | +$4.34K | 0.13% | 167 |
|
|
2024
Q1 | $1.46M | Buy |
5,651
+15
| +0.3% | +$3.89K | 0.17% | 146 |
|
|
2023
Q4 | $1.27M | Buy |
5,636
+983
| +21% | +$222K | 0.14% | 163 |
|
|
2023
Q3 | $969K | Buy |
+4,653
| New | +$969K | 0.17% | 147 |
|