Marcum Wealth’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.16M | Buy |
3,841
+91
| +2% | +$27.5K | 0.1% | 102 |
|
|
2024
Q4 | $1.04M | Buy |
3,750
+29
| +0.8% | +$8.01K | 0.09% | 109 |
|
|
2024
Q3 | $1.07M | Sell |
3,721
-52
| -1% | -$15K | 0.1% | 101 |
|
|
2024
Q2 | $962K | Buy |
3,773
+36
| +1% | +$9.18K | 0.1% | 110 |
|
|
2024
Q1 | $968K | Buy |
3,737
+47
| +1% | +$12.2K | 0.1% | 105 |
|
|
2023
Q4 | $834K | Sell |
3,690
-28
| -0.8% | -$6.33K | 0.09% | 117 |
|
|
2023
Q3 | $774K | Sell |
3,718
-131
| -3% | -$27.3K | 0.09% | 113 |
|
|
2023
Q2 | $741K | Buy |
3,849
+155
| +4% | +$29.8K | 0.09% | 122 |
|
|
2023
Q1 | $717K | Sell |
3,694
-69
| -2% | -$13.4K | 0.09% | 132 |
|
|
2022
Q4 | $830K | Sell |
3,763
-186
| -5% | -$41K | 0.11% | 108 |
|
|
2022
Q3 | $718K | Buy |
3,949
+234
| +6% | +$42.5K | 0.11% | 116 |
|
|
2022
Q2 | $730K | Buy |
3,715
+27
| +0.7% | +$5.31K | 0.11% | 116 |
|
|
2022
Q1 | $789K | Sell |
3,688
-296
| -7% | -$63.3K | 0.11% | 120 |
|
|
2021
Q4 | $770K | Buy |
3,984
+2,112
| +113% | +$408K | 0.11% | 125 |
|
|
2021
Q3 | $325K | Sell |
1,872
-61
| -3% | -$10.6K | 0.05% | 225 |
|
|
2021
Q2 | $307K | Sell |
1,933
-1,612
| -45% | -$256K | 0.05% | 218 |
|
|
2021
Q1 | $560K | Buy |
+3,545
| New | +$560K | 0.09% | 137 |
|