Peterson Wealth Services’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Buy |
11,291
+247
| +2% | +$71.6K | 0.9% | 32 |
|
|
2025
Q1 | $3.34M | Buy |
11,044
+965
| +10% | +$291K | 1.03% | 29 |
|
|
2024
Q4 | $2.78M | Buy |
10,079
+544
| +6% | +$150K | 0.84% | 34 |
|
|
2024
Q3 | $2.75M | Buy |
9,535
+581
| +6% | +$168K | 0.88% | 34 |
|
|
2024
Q2 | $2.28M | Buy |
8,954
+251
| +3% | +$64K | 0.8% | 40 |
|
|
2024
Q1 | $2.26M | Buy |
8,703
+428
| +5% | +$111K | 0.82% | 43 |
|
|
2023
Q4 | $1.87M | Buy |
+8,275
| New | +$1.87M | 0.8% | 41 |
|
|
2023
Q3 | – | Sell |
-5,566
| Closed | -$1.07M | – | 66 |
|
|
2023
Q2 | $1.07M | Buy |
5,566
+117
| +2% | +$22.5K | 0.51% | 57 |
|
|
2023
Q1 | $1.06M | Buy |
5,449
+803
| +17% | +$156K | 0.54% | 58 |
|
|
2022
Q4 | $1.02M | Buy |
4,646
+456
| +11% | +$101K | 0.59% | 44 |
|
|
2022
Q3 | $762K | Buy |
4,190
+1,163
| +38% | +$212K | 0.54% | 47 |
|
|
2022
Q2 | $595K | Buy |
3,027
+446
| +17% | +$87.7K | 0.43% | 46 |
|
|
2022
Q1 | $552K | Buy |
2,581
+543
| +27% | +$116K | 0.34% | 47 |
|
|
2021
Q4 | $394K | Buy |
+2,038
| New | +$394K | 0.26% | 55 |
|