New England Professional Planning 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
$262K Sell
906
-141
-13% -$40.9K 0.12% 41
2025
Q1
$316K Hold
1,047
0.16% 30
2024
Q4
$289K Buy
1,047
+29
+3% +$8.01K 0.14% 34
2024
Q3
$294K Hold
1,018
0.15% 31
2024
Q2
$260K Hold
1,018
0.14% 37
2024
Q1
$264K Buy
+1,018
New +$264K 0.14% 37
2020
Q1
Sell
-1,394
Closed -$217K 45
2019
Q4
$217K Buy
+1,394
New +$217K 0.17% 50