Olistico 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 | $57.9K | Sell |
200
-889
| -82% | -$258K | 0.03% | 154 |
|
|
2025
Q1 | $329K | Hold |
1,089
| – | – | 0.2% | 76 |
|
|
2024
Q4 | $301K | Hold |
1,089
| – | – | 0.18% | 81 |
|
|
2024
Q3 | $314K | Buy |
1,089
+200
| +22% | +$57.7K | 0.19% | 84 |
|
|
2024
Q2 | $227K | Hold |
889
| – | – | 0.14% | 96 |
|
|
2024
Q1 | $230K | Hold |
889
| – | – | 0.17% | 98 |
|
|
2023
Q4 | $201K | Buy |
+889
| New | +$201K | 0.16% | 104 |
|