Paladin Advisory Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Hold |
5,431
| – | – | 1.2% | 29 |
|
|
2025
Q1 | $1.64M | Hold |
5,431
| – | – | 1.31% | 26 |
|
|
2024
Q4 | $1.5M | Hold |
5,431
| – | – | 1.15% | 31 |
|
|
2024
Q3 | $1.57M | Hold |
5,431
| – | – | 1.16% | 30 |
|
|
2024
Q2 | $1.38M | Hold |
5,431
| – | – | 1.08% | 31 |
|
|
2024
Q1 | $1.4M | Buy |
5,431
+112
| +2% | +$28.8K | 1.11% | 31 |
|
|
2023
Q4 | $1.2M | Sell |
5,319
-455
| -8% | -$103K | 0.99% | 34 |
|
|
2023
Q3 | $1.2M | Hold |
5,774
| – | – | 1.01% | 35 |
|
|
2023
Q2 | $1.11M | Hold |
5,774
| – | – | 0.89% | 37 |
|
|
2023
Q1 | $1.12M | Buy |
+5,774
| New | +$1.12M | 0.93% | 34 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 38 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 38 |
|
|
2022
Q2 | – | Sell |
-5,884
| Closed | -$1.27M | – | 38 |
|
|
2022
Q1 | $1.27M | Buy |
+5,884
| New | +$1.27M | 1.04% | 31 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 36 |
|