Modern 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 | $758K | Buy |
2,615
+151
| +6% | +$43.7K | 0.02% | 403 |
|
|
2025
Q1 | $744K | Buy |
2,464
+143
| +6% | +$43.2K | 0.02% | 348 |
|
|
2024
Q4 | $641K | Buy |
2,321
+471
| +25% | +$130K | 0.02% | 322 |
|
|
2024
Q3 | $534K | Buy |
1,850
+53
| +3% | +$15.3K | 0.03% | 245 |
|
|
2024
Q2 | $459K | Sell |
1,797
-182
| -9% | -$46.4K | 0.03% | 234 |
|
|
2024
Q1 | $513K | Buy |
1,979
+262
| +15% | +$67.9K | 0.05% | 170 |
|
|
2023
Q4 | $388K | Buy |
+1,717
| New | +$388K | 0.05% | 116 |
|