Meridian Wealth 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 | $960K | Buy |
3,314
+22
| +0.7% | +$6.37K | 0.04% | 319 |
|
|
2025
Q1 | $994K | Sell |
3,292
-216
| -6% | -$65.2K | 0.05% | 293 |
|
|
2024
Q4 | $969K | Sell |
3,508
-1,533
| -30% | -$424K | 0.05% | 295 |
|
|
2024
Q3 | $1.45M | Buy |
5,041
+44
| +0.9% | +$12.7K | 0.07% | 218 |
|
|
2024
Q2 | $1.27M | Buy |
+4,997
| New | +$1.27M | 0.15% | 104 |
|
|
2024
Q1 | – | Sell |
-2,634
| Closed | -$595K | – | 233 |
|
|
2023
Q4 | $595K | Buy |
2,634
+427
| +19% | +$96.5K | 0.04% | 346 |
|
|
2023
Q3 | $459K | Sell |
2,207
-26
| -1% | -$5.41K | 0.03% | 383 |
|
|
2023
Q2 | $430K | Hold |
2,233
| – | – | 0.04% | 353 |
|
|
2023
Q1 | $434K | Sell |
2,233
-55
| -2% | -$10.7K | 0.04% | 345 |
|
|
2022
Q4 | $505K | Buy |
2,288
+97
| +4% | +$21.4K | 0.05% | 304 |
|
|
2022
Q3 | $398K | Sell |
2,191
-255
| -10% | -$46.3K | 0.04% | 314 |
|
|
2022
Q2 | $481K | Buy |
2,446
+327
| +15% | +$64.3K | 0.04% | 357 |
|
|
2022
Q1 | $453K | Sell |
2,119
-42
| -2% | -$8.98K | 0.05% | 252 |
|
|
2021
Q4 | $418K | Buy |
2,161
+441
| +26% | +$85.3K | 0.04% | 263 |
|
|
2021
Q3 | $298K | Hold |
1,720
| – | – | 0.04% | 305 |
|
|
2021
Q2 | $274K | Buy |
1,720
+15
| +0.9% | +$2.39K | 0.03% | 318 |
|
|
2021
Q1 | $269K | Buy |
1,705
+107
| +7% | +$16.9K | 0.04% | 292 |
|
|
2020
Q4 | $245K | Buy |
+1,598
| New | +$245K | 0.04% | 285 |
|
|
2019
Q3 | – | Sell |
-189
| Closed | -$279 | – | 231 |
|
|
2019
Q2 | $279 | Buy |
+189
| New | +$279 | 0.01% | 475 |
|