Phillips Wealth Planners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Buy |
1,705
+3
| +0.2% | +$840 | 0.43% | 72 |
|
|
2025
Q1 | $482K | Buy |
1,702
+262
| +18% | +$74.2K | 0.51% | 67 |
|
|
2024
Q4 | $371K | Buy |
1,440
+58
| +4% | +$14.9K | 0.37% | 87 |
|
|
2024
Q3 | $405K | Sell |
1,382
-64
| -4% | -$18.8K | 0.39% | 89 |
|
|
2024
Q2 | $371K | Buy |
1,446
+31
| +2% | +$7.95K | 0.39% | 89 |
|
|
2024
Q1 | $347K | Buy |
1,415
+36
| +3% | +$8.83K | 0.4% | 88 |
|
|
2023
Q4 | $317K | Sell |
1,379
-20
| -1% | -$4.6K | 0.38% | 90 |
|
|
2023
Q3 | $295K | Buy |
1,399
+1
| +0.1% | +$211 | 0.4% | 94 |
|
|
2023
Q2 | $269K | Buy |
1,398
+267
| +24% | +$51.4K | 0.35% | 105 |
|
|
2023
Q1 | $229K | Buy |
+1,131
| New | +$229K | 0.3% | 128 |
|