MWM
Mattern Wealth Management’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
4,262
-52
| -1% | -$15.1K | 0.26% | 54 |
|
|
2025
Q1 | $1.3M | Sell |
4,314
-6,208
| -59% | -$1.87M | 0.29% | 56 |
|
|
2024
Q4 | $2.91M | Sell |
10,522
-169
| -2% | -$46.7K | 0.64% | 30 |
|
|
2024
Q3 | $3.08M | Sell |
10,691
-87
| -0.8% | -$25.1K | 0.68% | 30 |
|
|
2024
Q2 | $2.75M | Sell |
10,778
-731
| -6% | -$186K | 0.66% | 46 |
|
|
2024
Q1 | $2.98M | Sell |
11,509
-42
| -0.4% | -$10.9K | 0.73% | 39 |
|
|
2023
Q4 | $2.61M | Buy |
11,551
+403
| +4% | +$91.1K | 0.67% | 40 |
|
|
2023
Q3 | $2.32M | Buy |
11,148
+835
| +8% | +$174K | 0.68% | 43 |
|
|
2023
Q2 | $1.99M | Buy |
10,313
+767
| +8% | +$148K | 0.58% | 49 |
|
|
2023
Q1 | $1.85M | Buy |
9,546
+691
| +8% | +$134K | 0.61% | 51 |
|
|
2022
Q4 | $1.95M | Sell |
8,855
-13
| -0.1% | -$2.87K | 0.79% | 43 |
|
|
2022
Q3 | $1.61M | Buy |
8,868
+63
| +0.7% | +$11.5K | 0.65% | 45 |
|
|
2022
Q2 | $1.73M | Buy |
8,805
+20
| +0.2% | +$3.93K | 0.68% | 41 |
|
|
2022
Q1 | $1.88M | Buy |
8,785
+1,015
| +13% | +$217K | 0.62% | 46 |
|
|
2021
Q4 | $1.5M | Sell |
7,770
-124
| -2% | -$24K | 0.44% | 60 |
|
|
2021
Q3 | $1.37M | Buy |
7,894
+16
| +0.2% | +$2.78K | 0.46% | 62 |
|
|
2021
Q2 | $1.31M | Buy |
7,878
+942
| +14% | +$157K | 0.42% | 67 |
|
|
2021
Q1 | $1.1M | Sell |
6,936
-1,092
| -14% | -$173K | 0.39% | 72 |
|
|
2020
Q4 | $1.24M | Sell |
8,028
-59
| -0.7% | -$9.08K | 0.47% | 60 |
|
|
2020
Q3 | $939K | Sell |
8,087
-91
| -1% | -$10.6K | 0.4% | 73 |
|
|
2020
Q2 | $1.04M | Buy |
8,178
+1,118
| +16% | +$141K | 0.5% | 64 |
|
|
2020
Q1 | $789K | Sell |
7,060
-305
| -4% | -$34.1K | 0.57% | 58 |
|
|
2019
Q4 | $1.15M | Buy |
+7,365
| New | +$1.15M | 0.69% | 56 |
|