Patrick M. Sweeney & Associates’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $617K | Buy |
2,174
+55
| +3% | +$15.6K | 0.42% | 61 |
|
2025
Q1 | $640K | Buy |
2,119
+20
| +1% | +$6.04K | 0.48% | 50 |
|
2024
Q4 | $580K | Buy |
2,099
+100
| +5% | +$27.6K | 0.43% | 60 |
|
2024
Q3 | $576K | Buy |
1,999
+190
| +11% | +$54.8K | 0.42% | 64 |
|
2024
Q2 | $462K | Buy |
1,809
+95
| +6% | +$24.2K | 0.37% | 70 |
|
2024
Q1 | $444K | Buy |
1,714
+36
| +2% | +$9.33K | 0.37% | 70 |
|
2023
Q4 | $379K | Buy |
+1,678
| New | +$379K | 0.35% | 76 |
|