MGB 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 | $1.29M | Sell |
4,444
-65
| -1% | -$18.8K | 0.42% | 55 |
|
|
2025
Q1 | $1.36M | Buy |
4,509
+103
| +2% | +$31.1K | 0.49% | 52 |
|
|
2024
Q4 | $1.22M | Buy |
+4,406
| New | +$1.22M | 0.38% | 54 |
|
|
2024
Q3 | – | Sell |
-4,117
| Closed | -$1.06M | – | 278 |
|
|
2024
Q2 | $1.06M | Buy |
4,117
+69
| +2% | +$17.8K | 0.4% | 68 |
|
|
2024
Q1 | $1.05M | Hold |
4,048
| – | – | 0.43% | 64 |
|
|
2023
Q4 | $914K | Buy |
+4,048
| New | +$914K | 0.46% | 62 |
|