Pinnacle Wealth Management Advisory Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Sell |
1,780
-49
| -3% | -$14.2K | 0.04% | 216 |
|
|
2025
Q1 | $552K | Buy |
1,829
+143
| +8% | +$43.2K | 0.05% | 192 |
|
|
2024
Q4 | $466K | Sell |
1,686
-60
| -3% | -$16.6K | 0.04% | 208 |
|
|
2024
Q3 | $504K | Buy |
1,746
+49
| +3% | +$14.1K | 0.05% | 199 |
|
|
2024
Q2 | $433K | Sell |
1,697
-37
| -2% | -$9.44K | 0.04% | 211 |
|
|
2024
Q1 | $449K | Buy |
1,734
+20
| +1% | +$5.18K | 0.05% | 204 |
|
|
2023
Q4 | $387K | Buy |
1,714
+29
| +2% | +$6.55K | 0.05% | 211 |
|
|
2023
Q3 | $351K | Buy |
1,685
+256
| +18% | +$53.3K | 0.05% | 214 |
|
|
2023
Q2 | $275K | Buy |
1,429
+158
| +12% | +$30.4K | 0.03% | 253 |
|
|
2023
Q1 | $247K | Sell |
1,271
-399
| -24% | -$77.5K | 0.03% | 263 |
|
|
2022
Q4 | $368K | Buy |
1,670
+375
| +29% | +$82.7K | 0.06% | 201 |
|
|
2022
Q3 | $236K | Buy |
+1,295
| New | +$236K | 0.04% | 236 |
|