Money Concepts Capital’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Sell |
1,088
-746
| -41% | -$216K | 0.02% | 367 |
|
|
2025
Q1 | $554K | Buy |
1,834
+20
| +1% | +$6.04K | 0.04% | 285 |
|
|
2024
Q4 | $501K | Hold |
1,814
| – | – | 0.04% | 294 |
|
|
2024
Q3 | $523K | Buy |
+1,814
| New | +$523K | 0.04% | 291 |
|
|
2023
Q1 | – | Sell |
-1,249
| Closed | -$276K | – | 835 |
|
|
2022
Q4 | $276K | Buy |
1,249
+1,152
| +1,188% | +$254K | 0.01% | 579 |
|
|
2022
Q3 | $18K | Buy |
+97
| New | +$18K | ﹤0.01% | 937 |
|
|
2022
Q2 | – | Sell |
-157
| Closed | -$34K | – | 1613 |
|
|
2022
Q1 | $34K | Buy |
+157
| New | +$34K | ﹤0.01% | 1384 |
|