Meadow Creek Wealth Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
4,330
-55
| -1% | -$15.9K | 0.85% | 25 |
|
|
2025
Q1 | $1.32M | Buy |
4,385
+146
| +3% | +$44.1K | 0.99% | 23 |
|
|
2024
Q4 | $1.17M | Buy |
4,239
+13
| +0.3% | +$3.59K | 0.84% | 27 |
|
|
2024
Q3 | $1.22M | Buy |
4,226
+103
| +2% | +$29.7K | 0.97% | 26 |
|
|
2024
Q2 | $1.05M | Buy |
4,123
+121
| +3% | +$30.9K | 0.99% | 25 |
|
|
2024
Q1 | $1.04M | Sell |
4,002
-21
| -0.5% | -$5.44K | 0.72% | 34 |
|
|
2023
Q4 | $909K | Buy |
+4,023
| New | +$909K | 0.88% | 24 |
|
|
2022
Q3 | $666K | Buy |
3,663
+51
| +1% | +$9.27K | 0.88% | 23 |
|
|
2022
Q2 | $710K | Sell |
3,612
-207
| -5% | -$40.7K | 0.87% | 20 |
|
|
2022
Q1 | $817K | Sell |
3,819
-815
| -18% | -$174K | 0.89% | 22 |
|
|
2021
Q4 | $896K | Buy |
+4,634
| New | +$896K | 0.85% | 24 |
|
|
2019
Q4 | $916K | Buy |
+5,884
| New | +$916K | 1.27% | 13 |
|