Modera 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 | $520K | Sell |
1,796
-28
| -2% | -$8.11K | 0.01% | 441 |
|
|
2025
Q1 | $551K | Sell |
1,824
-299
| -14% | -$90.3K | 0.01% | 412 |
|
|
2024
Q4 | $587K | Buy |
2,123
+308
| +17% | +$85.1K | 0.01% | 405 |
|
|
2024
Q3 | $523K | Sell |
1,815
-39
| -2% | -$11.2K | 0.01% | 405 |
|
|
2024
Q2 | $473K | Buy |
1,854
+125
| +7% | +$31.9K | 0.01% | 400 |
|
|
2024
Q1 | $448K | Buy |
1,729
+173
| +11% | +$44.8K | 0.01% | 407 |
|
|
2023
Q4 | $352K | Buy |
1,556
+100
| +7% | +$22.6K | 0.01% | 439 |
|
|
2023
Q3 | $303K | Buy |
1,456
+92
| +7% | +$19.2K | 0.01% | 450 |
|
|
2023
Q2 | $263K | Buy |
1,364
+166
| +14% | +$32K | ﹤0.01% | 483 |
|
|
2023
Q1 | $233K | Hold |
1,198
| – | – | 0.01% | 317 |
|
|
2022
Q4 | $264K | Sell |
1,198
-54
| -4% | -$11.9K | 0.01% | 300 |
|
|
2022
Q3 | $228K | Buy |
1,252
+54
| +5% | +$9.83K | 0.01% | 284 |
|
|
2022
Q2 | $236K | Sell |
1,198
-319
| -21% | -$62.8K | 0.01% | 292 |
|
|
2022
Q1 | $324K | Sell |
1,517
-2,534
| -63% | -$541K | 0.01% | 268 |
|
|
2021
Q4 | $783K | Buy |
+4,051
| New | +$783K | 0.03% | 201 |
|
|
2019
Q3 | – | Sell |
-1,361
| Closed | -$200K | – | 146 |
|
|
2019
Q2 | $200K | Buy |
+1,361
| New | +$200K | 0.04% | 140 |
|