PCS
Personal CFO Solutions’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56M | Sell |
193,262
-293
| -0.2% | -$84.9K | 10.36% | 1 |
|
|
2025
Q1 | $58.5M | Sell |
193,555
-198
| -0.1% | -$59.8K | 11.87% | 1 |
|
|
2024
Q4 | $53.5M | Sell |
193,753
-42
| -0% | -$11.6K | 10.53% | 1 |
|
|
2024
Q3 | $55.9M | Buy |
193,795
+999
| +0.5% | +$288K | 7.81% | 1 |
|
|
2024
Q2 | $49.2M | Buy |
192,796
+23,557
| +14% | +$6.01M | 7.56% | 1 |
|
|
2024
Q1 | $43.9M | Sell |
169,239
-638
| -0.4% | -$165K | 6.84% | 1 |
|
|
2023
Q4 | $38.4M | Sell |
169,877
-1,299
| -0.8% | -$294K | 6.65% | 1 |
|
|
2023
Q3 | $35.6M | Buy |
171,176
+113,326
| +196% | +$23.6M | 7.04% | 1 |
|
|
2023
Q2 | $11.1M | Sell |
57,850
-104,919
| -64% | -$20.2M | 2.26% | 4 |
|
|
2023
Q1 | $31.6M | Sell |
162,769
-23,754
| -13% | -$4.61M | 6.53% | 1 |
|
|
2022
Q4 | $41.1M | Buy |
186,523
+113,104
| +154% | +$25M | 8.71% | 1 |
|
|
2022
Q3 | $13.4M | Buy |
73,419
+3
| +0% | +$546 | 3.35% | 3 |
|
|
2022
Q2 | $14.4M | Sell |
73,416
-56
| -0.1% | -$11K | 3.38% | 3 |
|
|
2022
Q1 | $15.7M | Sell |
73,472
-25,194
| -26% | -$5.39M | 3.1% | 3 |
|
|
2021
Q4 | $19.1M | Buy |
98,666
+8,047
| +9% | +$1.56M | 3.57% | 3 |
|
|
2021
Q3 | $15.7M | Sell |
90,619
-2,405
| -3% | -$417K | 3.22% | 4 |
|
|
2021
Q2 | $14.8M | Buy |
93,024
+2,879
| +3% | +$458K | 3.03% | 4 |
|
|
2021
Q1 | $14.2M | Buy |
90,145
+272
| +0.3% | +$43K | 3.08% | 5 |
|
|
2020
Q4 | $13.8M | Buy |
89,873
+9,416
| +12% | +$1.45M | 3.42% | 4 |
|
|
2020
Q3 | $9K | Sell |
80,457
-65,470
| -45% | -$7.32K | 3% | 5 |
|
|
2020
Q2 | $18.5M | Sell |
145,927
-364
| -0.2% | -$46.1K | 5.47% | 3 |
|
|
2020
Q1 | $16.3M | Sell |
146,291
-227
| -0.2% | -$25.4K | 5.87% | 2 |
|
|
2019
Q4 | $22.8M | Sell |
146,518
-13,390
| -8% | -$2.08M | 6.53% | 1 |
|
|
2019
Q3 | $25.7M | Buy |
+159,908
| New | +$25.7M | 10.24% | 1 |
|