Mission 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 | $3.21M | Sell |
11,073
-177
| -2% | -$51.3K | 0.07% | 152 |
|
|
2025
Q1 | $3.4M | Buy |
11,250
+1,939
| +21% | +$586K | 0.08% | 131 |
|
|
2024
Q4 | $2.57M | Sell |
9,311
-181
| -2% | -$50K | 0.06% | 151 |
|
|
2024
Q3 | $2.74M | Buy |
9,492
+197
| +2% | +$56.8K | 0.07% | 143 |
|
|
2024
Q2 | $2.37M | Sell |
9,295
-158
| -2% | -$40.3K | 0.06% | 147 |
|
|
2024
Q1 | $2.45M | Sell |
9,453
-623
| -6% | -$161K | 0.06% | 155 |
|
|
2023
Q4 | $2.28M | Sell |
10,076
-76
| -0.7% | -$17.2K | 0.07% | 130 |
|
|
2023
Q3 | $2.11M | Sell |
10,152
-113
| -1% | -$23.5K | 0.08% | 120 |
|
|
2023
Q2 | $1.98M | Sell |
10,265
-349
| -3% | -$67.2K | 0.07% | 132 |
|
|
2023
Q1 | $2.06M | Buy |
10,614
+55
| +0.5% | +$10.7K | 0.09% | 124 |
|
|
2022
Q4 | $2.33M | Buy |
10,559
+447
| +4% | +$98.6K | 0.11% | 111 |
|
|
2022
Q3 | $1.84M | Buy |
10,112
+47
| +0.5% | +$8.55K | 0.1% | 113 |
|
|
2022
Q2 | $1.98M | Buy |
10,065
+282
| +3% | +$55.4K | 0.1% | 107 |
|
|
2022
Q1 | $2.09M | Sell |
9,783
-7
| -0.1% | -$1.5K | 0.1% | 105 |
|
|
2021
Q4 | $1.89M | Sell |
9,790
-263
| -3% | -$50.9K | 0.09% | 115 |
|
|
2021
Q3 | $1.74M | Buy |
10,053
+99
| +1% | +$17.2K | 0.09% | 111 |
|
|
2021
Q2 | $1.58M | Sell |
9,954
-8
| -0.1% | -$1.27K | 0.08% | 117 |
|
|
2021
Q1 | $1.57M | Buy |
+9,962
| New | +$1.57M | 0.09% | 104 |
|
|
2018
Q4 | – | Sell |
-1,561
| Closed | -$209K | – | 276 |
|
|
2018
Q3 | $209K | Sell |
1,561
-134
| -8% | -$17.9K | 0.03% | 269 |
|
|
2018
Q2 | $215K | Buy |
1,695
+69
| +4% | +$8.75K | 0.03% | 244 |
|
|
2018
Q1 | $222K | Buy |
+1,626
| New | +$222K | 0.04% | 205 |
|
|
2017
Q3 | – | Sell |
-1,592
| Closed | -$231K | – | 210 |
|
|
2017
Q2 | $231K | Buy |
1,592
+89
| +6% | +$12.9K | 0.04% | 169 |
|
|
2017
Q1 | $205K | Sell |
1,503
-69
| -4% | -$9.41K | 0.04% | 175 |
|
|
2016
Q4 | $208K | Buy |
+1,572
| New | +$208K | 0.04% | 169 |
|