Mendel Money Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Sell |
812
-10
| -1% | -$2.9K | 0.1% | 137 |
|
|
2025
Q1 | $248K | Sell |
822
-65
| -7% | -$19.6K | 0.12% | 129 |
|
|
2024
Q4 | $245K | Hold |
887
| – | – | 0.11% | 128 |
|
|
2024
Q3 | $256K | Sell |
887
-5
| -0.6% | -$1.44K | 0.11% | 128 |
|
|
2024
Q2 | $228K | Sell |
892
-50
| -5% | -$12.8K | 0.11% | 124 |
|
|
2024
Q1 | $244K | Sell |
942
-85
| -8% | -$22K | 0.11% | 120 |
|
|
2023
Q4 | $232K | Sell |
1,027
-11
| -1% | -$2.49K | 0.11% | 123 |
|
|
2023
Q3 | $216K | Buy |
+1,038
| New | +$216K | 0.12% | 120 |
|
|
2023
Q2 | – | Sell |
-1,228
| Closed | -$238K | – | 125 |
|
|
2023
Q1 | $238K | Buy |
1,228
+5
| +0.4% | +$971 | 0.13% | 118 |
|
|
2022
Q4 | $270K | Sell |
1,223
-17
| -1% | -$3.75K | 0.15% | 108 |
|
|
2022
Q3 | $226K | Sell |
1,240
-84
| -6% | -$15.3K | 0.14% | 106 |
|
|
2022
Q2 | $260K | Sell |
1,324
-141
| -10% | -$27.7K | 0.15% | 106 |
|
|
2022
Q1 | $313K | Buy |
+1,465
| New | +$313K | 0.15% | 105 |
|