Quotient Wealth Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Buy |
1,494
+73
| +5% | +$21.2K | 0.01% | 207 |
|
|
2025
Q1 | $429K | Buy |
1,421
+58
| +4% | +$17.5K | 0.01% | 194 |
|
|
2024
Q4 | $377K | Buy |
1,363
+197
| +17% | +$54.4K | 0.01% | 213 |
|
|
2024
Q3 | $336K | Buy |
1,166
+115
| +11% | +$33.2K | 0.01% | 230 |
|
|
2024
Q2 | $268K | Buy |
1,051
+41
| +4% | +$10.5K | 0.01% | 258 |
|
|
2024
Q1 | $262K | Buy |
1,010
+44
| +5% | +$11.4K | 0.01% | 253 |
|
|
2023
Q4 | $218K | Buy |
+966
| New | +$218K | 0.01% | 261 |
|