Private 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 | $8.69K | Hold |
30
| – | – | ﹤0.01% | 534 |
|
|
2025
Q1 | $9.06K | Sell |
30
-256
| -90% | -$77.3K | ﹤0.01% | 500 |
|
|
2024
Q4 | $79K | Hold |
286
| – | – | 0.03% | 132 |
|
|
2024
Q3 | $82.5K | Buy |
286
+2
| +0.7% | +$577 | 0.03% | 122 |
|
|
2024
Q2 | $72.4K | Hold |
284
| – | – | 0.03% | 127 |
|
|
2024
Q1 | $73.6K | Sell |
284
-1
| -0.4% | -$259 | 0.03% | 122 |
|
|
2023
Q4 | $64.4K | Buy |
+285
| New | +$64.4K | 0.03% | 130 |
|