Okabena Investment Services’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Hold |
1,692
| – | – | 0.11% | 104 |
|
|
2025
Q1 | $511K | Sell |
1,692
-55
| -3% | -$16.6K | 0.13% | 98 |
|
|
2024
Q4 | $483K | Hold |
1,747
| – | – | 0.13% | 94 |
|
|
2024
Q3 | $504K | Sell |
1,747
-1,400
| -44% | -$404K | 0.14% | 88 |
|
|
2024
Q2 | $803K | Buy |
3,147
+1,400
| +80% | +$357K | 0.25% | 71 |
|
|
2024
Q1 | $453K | Sell |
1,747
-41
| -2% | -$10.6K | 0.15% | 89 |
|
|
2023
Q4 | $404K | Buy |
+1,788
| New | +$404K | 0.16% | 88 |
|
|
2023
Q2 | – | Sell |
-54
| Closed | -$2.82K | – | 164 |
|
|
2023
Q1 | $2.82K | Sell |
54
-1,638
| -97% | -$85.6K | ﹤0.01% | 154 |
|
|
2022
Q4 | $373K | Hold |
1,692
| – | – | 0.25% | 75 |
|
|
2022
Q3 | $308K | Buy |
+1,692
| New | +$308K | 0.15% | 92 |
|