PDS Planning’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $780K | Buy |
2,693
+129
| +5% | +$37.4K | 0.06% | 161 |
|
|
2025
Q1 | $774K | Buy |
2,564
+91
| +4% | +$27.5K | 0.07% | 144 |
|
|
2024
Q4 | $683K | Buy |
2,473
+66
| +3% | +$18.2K | 0.06% | 142 |
|
|
2024
Q3 | $694K | Sell |
2,407
-39
| -2% | -$11.2K | 0.06% | 139 |
|
|
2024
Q2 | $624K | Buy |
2,446
+111
| +5% | +$28.3K | 0.06% | 134 |
|
|
2024
Q1 | $605K | Buy |
2,335
+51
| +2% | +$13.2K | 0.06% | 138 |
|
|
2023
Q4 | $516K | Buy |
2,284
+140
| +7% | +$31.6K | 0.06% | 143 |
|
|
2023
Q3 | $446K | Buy |
2,144
+40
| +2% | +$8.33K | 0.06% | 145 |
|
|
2023
Q2 | $405K | Buy |
2,104
+142
| +7% | +$27.3K | 0.05% | 164 |
|
|
2023
Q1 | $381K | Buy |
1,962
+688
| +54% | +$134K | 0.05% | 154 |
|
|
2022
Q4 | $281K | Buy |
1,274
+15
| +1% | +$3.31K | 0.04% | 150 |
|
|
2022
Q3 | $229K | Buy |
1,259
+109
| +9% | +$19.8K | 0.04% | 163 |
|
|
2022
Q2 | $226K | Buy |
+1,150
| New | +$226K | 0.04% | 174 |
|