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ORG Wealth Partners’s Chubb CB Stock Holding History

ORG Wealth Partners’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$300K Sell
1,036
-1,594
-61% -$462K 0.07% 149
2025
Q1 		$793K Sell
2,630
-495
-16% -$149K 0.24% 78
2024
Q4 		$864K Buy
3,125
+337
+12% +$93.1K 0.27% 30
2024
Q3 		$804K Buy
+2,788
New +$804K 0.27% 34