Prestige Wealth Management 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 | $359K | Sell |
1,236
-179
| -13% | -$52K | 0.07% | 129 |
|
|
2025
Q1 | $429K | Buy |
1,415
+8
| +0.6% | +$2.42K | 0.09% | 108 |
|
|
2024
Q4 | $390K | Buy |
1,407
+15
| +1% | +$4.16K | 0.08% | 117 |
|
|
2024
Q3 | $403K | Sell |
1,392
-1,029
| -43% | -$298K | 0.08% | 113 |
|
|
2024
Q2 | $620K | Buy |
2,421
+720
| +42% | +$184K | 0.13% | 76 |
|
|
2024
Q1 | $442K | Sell |
1,701
-1,318
| -44% | -$343K | 0.1% | 97 |
|
|
2023
Q4 | $685K | Buy |
3,019
+332
| +12% | +$75.3K | 0.16% | 68 |
|
|
2023
Q3 | $562K | Buy |
2,687
+1,073
| +66% | +$224K | 0.14% | 72 |
|
|
2023
Q2 | $312K | Sell |
1,614
-188
| -10% | -$36.4K | 0.07% | 113 |
|
|
2023
Q1 | $351K | Buy |
1,802
+75
| +4% | +$14.6K | 0.09% | 110 |
|
|
2022
Q4 | $382K | Buy |
1,727
+91
| +6% | +$20.1K | 0.1% | 94 |
|
|
2022
Q3 | $299K | Buy |
1,636
+103
| +7% | +$18.8K | 0.08% | 106 |
|
|
2022
Q2 | $302K | Buy |
1,533
+235
| +18% | +$46.3K | 0.08% | 109 |
|
|
2022
Q1 | $277K | Buy |
1,298
+50
| +4% | +$10.7K | 0.07% | 117 |
|
|
2021
Q4 | $242K | Buy |
1,248
+47
| +4% | +$9.11K | 0.06% | 123 |
|
|
2021
Q3 | $209K | Buy |
1,201
+105
| +10% | +$18.3K | 0.05% | 134 |
|
|
2021
Q2 | $174K | Sell |
1,096
-106
| -9% | -$16.8K | 0.05% | 141 |
|
|
2021
Q1 | $190K | Buy |
1,202
+98
| +9% | +$15.5K | 0.05% | 127 |
|
|
2020
Q4 | $170K | Buy |
1,104
+127
| +13% | +$19.6K | 0.05% | 130 |
|
|
2020
Q3 | $114K | Buy |
977
+284
| +41% | +$33.1K | 0.03% | 155 |
|
|
2020
Q2 | $88K | Buy |
693
+318
| +85% | +$40.4K | 0.03% | 168 |
|
|
2020
Q1 | $42K | Buy |
375
+327
| +681% | +$36.6K | 0.02% | 190 |
|
|
2019
Q4 | $7K | Hold |
48
| – | – | ﹤0.01% | 376 |
|
|
2019
Q3 | $8K | Hold |
48
| – | – | ﹤0.01% | 358 |
|
|
2019
Q2 | $7K | Hold |
48
| – | – | ﹤0.01% | 357 |
|
|
2019
Q1 | $7K | Sell |
48
-1,098
| -96% | -$160K | ﹤0.01% | 360 |
|
|
2018
Q4 | $148K | Buy |
+1,146
| New | +$148K | 0.11% | 122 |
|