PBMares Wealth Management’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Buy
833
+95
+13% +$27.5K 0.04% 167
2025
Q1
$223K Hold
738
0.04% 179
2024
Q4
$204K Hold
738
0.04% 186
2024
Q3
$213K Buy
+738
New +$213K 0.04% 184