LMG 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 | $4.07M | Buy |
14,032
+174
| +1% | +$50.4K | 0.84% | 40 |
|
|
2025
Q1 | $4.18M | Buy |
13,858
+1,701
| +14% | +$514K | 0.93% | 40 |
|
|
2024
Q4 | $3.36M | Buy |
12,157
+652
| +6% | +$180K | 0.73% | 44 |
|
|
2024
Q3 | $3.32M | Buy |
11,505
+986
| +9% | +$284K | 0.76% | 42 |
|
|
2024
Q2 | $2.68M | Buy |
10,519
+8,657
| +465% | +$2.21M | 0.67% | 45 |
|
|
2024
Q1 | $483K | Buy |
1,862
+39
| +2% | +$10.1K | 0.12% | 93 |
|
|
2023
Q4 | $412K | Buy |
1,823
+153
| +9% | +$34.6K | 0.11% | 79 |
|
|
2023
Q3 | $348K | Buy |
+1,670
| New | +$348K | 0.11% | 81 |
|