Omnia Family 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 | $268K | Buy |
921
+133
| +17% | +$38.7K | 0.1% | 74 |
|
|
2025
Q1 | $239K | Buy |
+788
| New | +$239K | 0.1% | 77 |
|
|
2024
Q4 | – | Sell |
-693
| Closed | -$200K | – | 80 |
|
|
2024
Q3 | $200K | Buy |
+693
| New | +$200K | 0.09% | 78 |
|
|
2022
Q2 | – | Sell |
-999
| Closed | -$214K | – | 65 |
|
|
2022
Q1 | $214K | Buy |
+999
| New | +$214K | 0.14% | 67 |
|
|
2020
Q1 | – | Sell |
-2,141
| Closed | -$335K | – | 76 |
|
|
2019
Q4 | $335K | Buy |
2,141
+763
| +55% | +$119K | 0.15% | 67 |
|
|
2019
Q3 | $223K | Hold |
1,378
| – | – | 0.16% | 80 |
|
|
2019
Q2 | $204K | Sell |
1,378
-11
| -0.8% | -$1.63K | 0.1% | 93 |
|
|
2019
Q1 | $196K | Buy |
1,389
+11
| +0.8% | +$1.55K | 0.1% | 91 |
|
|
2018
Q4 | $179K | Sell |
1,378
-16
| -1% | -$2.08K | 0.1% | 92 |
|
|
2018
Q3 | $187K | Sell |
1,394
-113
| -7% | -$15.2K | 0.09% | 90 |
|
|
2018
Q2 | $192K | Sell |
1,507
-47
| -3% | -$5.99K | 0.09% | 88 |
|
|
2018
Q1 | $214K | Sell |
1,554
-241
| -13% | -$33.2K | 0.1% | 84 |
|
|
2017
Q4 | $264K | Buy |
1,795
+293
| +20% | +$43.1K | 0.12% | 72 |
|
|
2017
Q3 | $215K | Sell |
1,502
-31
| -2% | -$4.44K | 0.1% | 81 |
|
|
2017
Q2 | $224K | Buy |
1,533
+116
| +8% | +$17K | 0.11% | 81 |
|
|
2017
Q1 | $193K | Buy |
1,417
+2
| +0.1% | +$272 | 0.09% | 87 |
|
|
2016
Q4 | $188K | Buy |
+1,415
| New | +$188K | 0.09% | 89 |
|