NewEdge Wealth’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Buy |
14,119
+6,016
| +74% | +$1.62M | 0.06% | 251 |
|
|
2025
Q1 | $2.45M | Sell |
8,103
-515
| -6% | -$156K | 0.04% | 314 |
|
|
2024
Q4 | $2.38M | Sell |
8,618
-14
| -0.2% | -$3.87K | 0.04% | 313 |
|
|
2024
Q3 | $2.49M | Buy |
8,632
+1,432
| +20% | +$413K | 0.04% | 311 |
|
|
2024
Q2 | $1.84M | Sell |
7,200
-2,081
| -22% | -$531K | 0.04% | 337 |
|
|
2024
Q1 | $2.32M | Buy |
9,281
+2,114
| +29% | +$529K | 0.05% | 299 |
|
|
2023
Q4 | $1.62M | Buy |
7,167
+959
| +15% | +$217K | 0.04% | 330 |
|
|
2023
Q3 | $1.29M | Sell |
6,208
-1,203
| -16% | -$250K | 0.04% | 319 |
|
|
2023
Q2 | $1.43M | Buy |
+7,411
| New | +$1.43M | 0.05% | 308 |
|
|
2023
Q1 | – | Sell |
-2,125
| Closed | -$469K | – | 612 |
|
|
2022
Q4 | $469K | Buy |
+2,125
| New | +$469K | 0.02% | 376 |
|
|
2022
Q3 | – | Sell |
-4,241
| Closed | -$834K | – | 531 |
|
|
2022
Q2 | $834K | Buy |
4,241
+891
| +27% | +$175K | 0.04% | 309 |
|
|
2022
Q1 | $717K | Sell |
3,350
-1,021
| -23% | -$219K | 0.03% | 259 |
|
|
2021
Q4 | $845K | Buy |
4,371
+2,639
| +152% | +$510K | 0.04% | 244 |
|
|
2021
Q3 | $301K | Sell |
1,732
-2,072
| -54% | -$360K | 0.02% | 247 |
|
|
2021
Q2 | $605K | Sell |
3,804
-42,421
| -92% | -$6.75M | 0.05% | 204 |
|
|
2021
Q1 | $7.3M | Buy |
46,225
+33,147
| +253% | +$5.24M | 0.73% | 42 |
|
|
2020
Q4 | $2.01M | Buy |
+13,078
| New | +$2.01M | 0.62% | 44 |
|