NCM
Nelson Capital Management’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
9,988
+413
| +4% | +$120K | 0.38% | 50 |
|
|
2025
Q1 | $2.89M | Sell |
9,575
-43
| -0.4% | -$13K | 0.5% | 48 |
|
|
2024
Q4 | $2.66M | Sell |
9,618
-332
| -3% | -$91.7K | 0.44% | 51 |
|
|
2024
Q3 | $2.87M | Buy |
9,950
+106
| +1% | +$30.6K | 0.48% | 47 |
|
|
2024
Q2 | $2.51M | Buy |
9,844
+178
| +2% | +$45.4K | 0.45% | 51 |
|
|
2024
Q1 | $2.5M | Buy |
9,666
+280
| +3% | +$72.6K | 0.48% | 52 |
|
|
2023
Q4 | $2.12M | Buy |
9,386
+74
| +0.8% | +$16.7K | 0.47% | 51 |
|
|
2023
Q3 | $1.94M | Buy |
+9,312
| New | +$1.94M | 0.48% | 50 |
|