RBA Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
1,155
-18
| -2% | -$5.22K | 0.12% | 78 |
|
|
2025
Q1 | $354K | Sell |
1,173
-342
| -23% | -$103K | 0.14% | 70 |
|
|
2024
Q4 | $419K | Hold |
1,515
| – | – | 0.16% | 66 |
|
|
2024
Q3 | $437K | Sell |
1,515
-70
| -4% | -$20.2K | 0.17% | 65 |
|
|
2024
Q2 | $404K | Sell |
1,585
-326
| -17% | -$83.2K | 0.16% | 66 |
|
|
2024
Q1 | $495K | Sell |
1,911
-38
| -2% | -$9.85K | 0.2% | 63 |
|
|
2023
Q4 | $441K | Sell |
1,949
-51
| -3% | -$11.5K | 0.19% | 64 |
|
|
2023
Q3 | $416K | Hold |
2,000
| – | – | 0.2% | 62 |
|
|
2023
Q2 | $385K | Sell |
2,000
-78
| -4% | -$15K | 0.18% | 66 |
|
|
2023
Q1 | $404K | Sell |
2,078
-10
| -0.5% | -$1.94K | 0.2% | 66 |
|
|
2022
Q4 | $461K | Hold |
2,088
| – | – | 0.24% | 63 |
|
|
2022
Q3 | $380K | Sell |
2,088
-40
| -2% | -$7.28K | 0.22% | 63 |
|
|
2022
Q2 | $418K | Sell |
2,128
-2
| -0.1% | -$393 | 0.23% | 62 |
|
|
2022
Q1 | $456K | Sell |
2,130
-120
| -5% | -$25.7K | 0.22% | 67 |
|
|
2021
Q4 | $435K | Buy |
+2,250
| New | +$435K | 0.21% | 75 |
|
|
2021
Q2 | – | Sell |
-2,522
| Closed | -$398K | – | 59 |
|
|
2021
Q1 | $398K | Sell |
2,522
-312
| -11% | -$49.3K | 0.34% | 52 |
|
|
2020
Q4 | $436K | Sell |
2,834
-766
| -21% | -$118K | 0.26% | 78 |
|
|
2020
Q3 | $418K | Sell |
3,600
-446
| -11% | -$51.8K | 0.28% | 79 |
|
|
2020
Q2 | $512K | Sell |
4,046
-7,383
| -65% | -$934K | 0.37% | 71 |
|
|
2020
Q1 | $1.28M | Sell |
11,429
-3,177
| -22% | -$355K | 1.1% | 36 |
|
|
2019
Q4 | $2.27M | Sell |
14,606
-595
| -4% | -$92.4K | 1.54% | 33 |
|
|
2019
Q3 | $2.45M | Sell |
15,201
-1,254
| -8% | -$202K | 1.87% | 24 |
|
|
2019
Q2 | $2.42M | Sell |
16,455
-404
| -2% | -$59.5K | 1.87% | 29 |
|
|
2019
Q1 | $2.32M | Buy |
+16,859
| New | +$2.32M | 1.81% | 30 |
|