Pinnacle Wealth Planning 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 | $518K | Sell |
1,788
-20
| -1% | -$5.79K | 0.07% | 190 |
|
|
2025
Q1 | $546K | Buy |
1,808
+31
| +2% | +$9.36K | 0.08% | 150 |
|
|
2024
Q4 | $491K | Sell |
1,777
-1,167
| -40% | -$322K | 0.07% | 159 |
|
|
2024
Q3 | $849K | Sell |
2,944
-30
| -1% | -$8.65K | 0.12% | 114 |
|
|
2024
Q2 | $759K | Sell |
2,974
-25
| -0.8% | -$6.38K | 0.11% | 119 |
|
|
2024
Q1 | $777K | Buy |
2,999
+31
| +1% | +$8.03K | 0.11% | 119 |
|
|
2023
Q4 | $671K | Buy |
2,968
+107
| +4% | +$24.2K | 0.11% | 125 |
|
|
2023
Q3 | $596K | Buy |
2,861
+155
| +6% | +$32.3K | 0.1% | 133 |
|
|
2023
Q2 | $521K | Buy |
2,706
+33
| +1% | +$6.35K | 0.08% | 161 |
|
|
2023
Q1 | $519K | Buy |
2,673
+5
| +0.2% | +$971 | 0.09% | 169 |
|
|
2022
Q4 | $589K | Buy |
2,668
+904
| +51% | +$199K | 0.1% | 136 |
|
|
2022
Q3 | $321K | Buy |
1,764
+231
| +15% | +$42K | 0.06% | 217 |
|
|
2022
Q2 | $301K | Sell |
1,533
-76
| -5% | -$14.9K | 0.05% | 246 |
|
|
2022
Q1 | $344K | Buy |
1,609
+138
| +9% | +$29.5K | 0.06% | 244 |
|
|
2021
Q4 | $284K | Buy |
1,471
+135
| +10% | +$26.1K | 0.06% | 263 |
|
|
2021
Q3 | $232K | Sell |
1,336
-3
| -0.2% | -$521 | 0.05% | 292 |
|
|
2021
Q2 | $213K | Sell |
1,339
-87
| -6% | -$13.8K | 0.05% | 302 |
|
|
2021
Q1 | $225K | Buy |
1,426
+74
| +5% | +$11.7K | 0.06% | 271 |
|
|
2020
Q4 | $208K | Buy |
+1,352
| New | +$208K | 0.05% | 270 |
|
|
2020
Q2 | – | Sell |
-3,133
| Closed | -$349K | – | 274 |
|
|
2020
Q1 | $349K | Sell |
3,133
-96
| -3% | -$10.7K | 0.17% | 120 |
|
|
2019
Q4 | $502K | Buy |
3,229
+361
| +13% | +$56.1K | 0.24% | 87 |
|
|
2019
Q3 | $463K | Buy |
2,868
+490
| +21% | +$79.1K | 0.25% | 82 |
|
|
2019
Q2 | $350K | Buy |
2,378
+89
| +4% | +$13.1K | 0.21% | 95 |
|
|
2019
Q1 | $320K | Sell |
2,289
-160
| -7% | -$22.4K | 0.21% | 95 |
|
|
2018
Q4 | $316K | Buy |
+2,449
| New | +$316K | 0.2% | 88 |
|