Mosaic Financial Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Hold |
712
| – | – | 0.16% | 111 |
|
|
2025
Q1 | $215K | Sell |
712
-42
| -6% | -$12.7K | 0.17% | 110 |
|
|
2024
Q4 | $208K | Hold |
754
| – | – | 0.15% | 116 |
|
|
2024
Q3 | $217K | Hold |
754
| – | – | 0.15% | 115 |
|
|
2024
Q2 | $192K | Sell |
754
-89
| -11% | -$22.7K | 0.14% | 118 |
|
|
2024
Q1 | $218K | Buy |
+843
| New | +$218K | 0.17% | 115 |
|