Mitchell & Pahl Private Wealth’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
7,346
+183
| +3% | +$53K | 0.94% | 39 |
|
|
2025
Q1 | $2.16M | Sell |
7,163
-45
| -0.6% | -$13.6K | 1.01% | 36 |
|
|
2024
Q4 | $1.99M | Buy |
7,208
+432
| +6% | +$119K | 0.93% | 42 |
|
|
2024
Q3 | $1.95M | Buy |
6,776
+7
| +0.1% | +$2.02K | 0.91% | 41 |
|
|
2024
Q2 | $1.73M | Sell |
6,769
-78
| -1% | -$19.9K | 0.91% | 41 |
|
|
2024
Q1 | $1.77M | Buy |
6,847
+117
| +2% | +$30.3K | 0.93% | 41 |
|
|
2023
Q4 | $1.52M | Sell |
6,730
-208
| -3% | -$47K | 0.86% | 44 |
|
|
2023
Q3 | $1.44M | Buy |
6,938
+537
| +8% | +$112K | 0.86% | 41 |
|
|
2023
Q2 | $1.23M | Buy |
6,401
+336
| +6% | +$64.7K | 0.74% | 46 |
|
|
2023
Q1 | $1.18M | Buy |
6,065
+229
| +4% | +$44.5K | 0.74% | 47 |
|
|
2022
Q4 | $1.29M | Buy |
5,836
+308
| +6% | +$67.9K | 0.84% | 42 |
|
|
2022
Q3 | $1.01M | Buy |
5,528
+429
| +8% | +$78K | 0.74% | 48 |
|
|
2022
Q2 | $1M | Buy |
5,099
+460
| +10% | +$90.4K | 0.7% | 49 |
|
|
2022
Q1 | $992K | Buy |
4,639
+478
| +11% | +$102K | 0.63% | 58 |
|
|
2021
Q4 | $804K | Buy |
4,161
+257
| +7% | +$49.7K | 0.52% | 66 |
|
|
2021
Q3 | $677K | Buy |
3,904
+49
| +1% | +$8.5K | 0.49% | 73 |
|
|
2021
Q2 | $613K | Buy |
3,855
+344
| +10% | +$54.7K | 0.44% | 80 |
|
|
2021
Q1 | $555K | Buy |
3,511
+381
| +12% | +$60.2K | 0.43% | 81 |
|
|
2020
Q4 | $482K | Buy |
+3,130
| New | +$482K | 0.41% | 82 |
|