Legacy Capital Wealth Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $756K | Sell |
2,609
-57
| -2% | -$16.5K | 0.17% | 121 |
|
|
2025
Q1 | $805K | Sell |
2,666
-187
| -7% | -$56.5K | 0.2% | 104 |
|
|
2024
Q4 | $788K | Sell |
2,853
-3,152
| -52% | -$871K | 0.2% | 102 |
|
|
2024
Q3 | $1.73M | Buy |
6,005
+2,819
| +88% | +$813K | 0.35% | 54 |
|
|
2024
Q2 | $813K | Buy |
+3,186
| New | +$813K | 0.21% | 91 |
|
|
2024
Q1 | – | Sell |
-3,148
| Closed | -$711K | – | 151 |
|
|
2023
Q4 | $711K | Sell |
3,148
-125
| -4% | -$28.2K | 0.2% | 102 |
|
|
2023
Q3 | $681K | Buy |
+3,273
| New | +$681K | 0.19% | 114 |
|
|
2023
Q2 | – | Sell |
-3,082
| Closed | -$599K | – | 72 |
|
|
2023
Q1 | $599K | Buy |
+3,082
| New | +$599K | 0.16% | 118 |
|
|
2021
Q2 | – | Sell |
-2,870
| Closed | -$456K | – | 32 |
|
|
2021
Q1 | $456K | Sell |
2,870
-213
| -7% | -$33.8K | 0.19% | 49 |
|
|
2020
Q4 | $477K | Buy |
+3,083
| New | +$477K | 0.2% | 46 |
|