MSFP
CB icon

Mark Sheptoff Financial Planning’s Chubb CB Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CB Stock Details CB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$114K Buy
395
+34
+9% +$9.85K 0.06% 117
2025
Q1 		$109K Hold
361
– – 0.06% 114
2024
Q4 		$99.7K Hold
361
– – 0.05% 124
2024
Q3 		$104K Hold
361
– – 0.06% 121
2024
Q2 		$92.1K Hold
361
– – 0.05% 139
2024
Q1 		$93.5K Hold
361
– – 0.05% 136
2023
Q4 		$81.6K Hold
361
– – 0.05% 130
2023
Q3 		$75.2K Hold
361
– – 0.05% 122
2023
Q2 		$69.5K Hold
361
– – 0.04% 137
2023
Q1 		$70.1K Hold
361
– – 0.04% 132
2022
Q4 		$79.6K Hold
361
– – 0.05% 127
2022
Q3 		$66K Hold
361
– – 0.04% 129
2022
Q2 		$71K Hold
361
– – 0.04% 133
2022
Q1 		$77K Sell
361
-13
-3% -$2.77K 0.04% 146
2021
Q4 		$72K Buy
374
+13
+4% +$2.5K 0.03% 154
2021
Q3 		$63K Hold
361
– – 0.03% 160
2021
Q2 		$57K Hold
361
– – 0.03% 174
2021
Q1 		$57K Hold
361
– – 0.03% 155
2020
Q4 		$56K Hold
361
– – 0.03% 153
2020
Q3 		$42K Hold
361
– – 0.03% 153
2020
Q2 		$46K Hold
361
– – 0.03% 150
2020
Q1 		$40K Sell
361
-260
-42% -$28.8K 0.03% 142
2019
Q4 		$97K Hold
621
– – 0.06% 118
2019
Q3 		$100K Buy
621
+60
+11% +$9.66K 0.07% 115
2019
Q2 		$83K Hold
561
– – 0.06% 128
2019
Q1 		$79K Hold
561
– – 0.06% 127
2018
Q4 		$72K Hold
561
– – 0.06% 116
2018
Q3 		$75K Hold
561
– – 0.05% 141
2018
Q2 		$71K Hold
561
– – 0.05% 138
2018
Q1 		$77K Buy
561
+200
+55% +$27.5K 0.05% 143
2017
Q4 		$53K Hold
361
– – 0.03% 172
2017
Q3 		$51K Sell
361
-120
-25% -$17K 0.03% 176
2017
Q2 		$70K Sell
481
-1
-0.2% -$146 0.05% 157
2017
Q1 		$66K Buy
482
+1
+0.2% +$137 0.05% 164
2016
Q4 		$64K Hold
481
– – 0.05% 160
2016
Q3 		$60K Hold
481
– – 0.04% 163
2016
Q2 		$63K Hold
481
– – 0.05% 146
2016
Q1 		$57K Buy
+481
New +$57K 0.05% 143