Northeast Planning Associates NH’s Chubb CB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$258K	Hold	889	–	–	0.24%	41
2025 Q1	$268K	Hold	889	–	–	0.22%	41
2024 Q4	$246K	Buy	+889	New	+$246K	0.25%	43