Occidental Asset Management’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.98M Buy
13,749
+357
+3% +$103K 0.55% 56
2025
Q1
$4.04M Buy
13,392
+1,031
+8% +$311K 0.61% 50
2024
Q4
$3.42M Buy
12,361
+1,019
+9% +$282K 0.53% 58
2024
Q3
$3.27M Buy
11,342
+620
+6% +$179K 0.53% 53
2024
Q2
$2.73M Buy
10,722
+586
+6% +$149K 0.48% 58
2024
Q1
$2.63M Buy
10,136
+1,661
+20% +$430K 0.49% 64
2023
Q4
$1.92M Buy
8,475
+1,122
+15% +$254K 0.4% 76
2023
Q3
$1.53M Buy
7,353
+881
+14% +$183K 0.35% 77
2023
Q2
$1.25M Buy
+6,472
New +$1.25M 0.28% 96