Planned Solutions’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
970
-2
| -0.2% | -$579 | 0.11% | 94 |
|
|
2025
Q1 | $294K | Buy |
972
+19
| +2% | +$5.74K | 0.12% | 82 |
|
|
2024
Q4 | $263K | Buy |
953
+60
| +7% | +$16.6K | 0.11% | 87 |
|
|
2024
Q3 | $258K | Buy |
+893
| New | +$258K | 0.1% | 90 |
|
|
2024
Q1 | – | Sell |
-623
| Closed | -$141K | – | 161 |
|
|
2023
Q4 | $141K | Buy |
+623
| New | +$141K | 0.07% | 130 |
|