Philip James Wealth Mangement’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Buy |
14,754
+9,700
| +192% | +$2.81M | 0.55% | 41 |
|
|
2025
Q1 | $1.53M | Buy |
5,054
+4,170
| +472% | +$1.26M | 0.19% | 68 |
|
|
2024
Q4 | $244K | Buy |
884
+1
| +0.1% | +$276 | 0.03% | 152 |
|
|
2024
Q3 | $255K | Buy |
883
+2
| +0.2% | +$577 | 0.03% | 138 |
|
|
2024
Q2 | $225K | Sell |
881
-32
| -4% | -$8.16K | 0.15% | 66 |
|
|
2024
Q1 | $237K | Sell |
913
-550
| -38% | -$143K | 0.17% | 60 |
|
|
2023
Q4 | $331K | Buy |
+1,463
| New | +$331K | 0.26% | 50 |
|