Rede Wealth’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Buy |
1,897
+1
| +0.1% | +$290 | 0.2% | 55 |
|
|
2025
Q1 | $573K | Sell |
1,896
-4
| -0.2% | -$1.21K | 0.2% | 53 |
|
|
2024
Q4 | $525K | Buy |
1,900
+37
| +2% | +$10.2K | 0.2% | 54 |
|
|
2024
Q3 | $537K | Sell |
1,863
-3
| -0.2% | -$865 | 0.21% | 54 |
|
|
2024
Q2 | $476K | Buy |
1,866
+10
| +0.5% | +$2.55K | 0.44% | 52 |
|
|
2024
Q1 | $481K | Buy |
1,856
+160
| +9% | +$41.5K | 0.2% | 52 |
|
|
2023
Q4 | $383K | Hold |
1,696
| – | – | 0.18% | 59 |
|
|
2023
Q3 | $353K | Sell |
1,696
-156
| -8% | -$32.5K | 0.18% | 53 |
|
|
2023
Q2 | $357K | Buy |
1,852
+236
| +15% | +$45.4K | 0.17% | 64 |
|
|
2023
Q1 | $314K | Hold |
1,616
| – | – | 0.16% | 72 |
|
|
2022
Q4 | $356K | Hold |
1,616
| – | – | 0.19% | 64 |
|
|
2022
Q3 | $294K | Hold |
1,616
| – | – | 0.17% | 73 |
|
|
2022
Q2 | $318K | Hold |
1,616
| – | – | 0.18% | 73 |
|
|
2022
Q1 | $346K | Hold |
1,616
| – | – | 0.16% | 73 |
|
|
2021
Q4 | $312K | Hold |
1,616
| – | – | 0.16% | 82 |
|
|
2021
Q3 | $280K | Hold |
1,616
| – | – | 0.15% | 90 |
|
|
2021
Q2 | $257K | Hold |
1,616
| – | – | 0.14% | 92 |
|
|
2021
Q1 | $255K | Hold |
1,616
| – | – | 0.15% | 90 |
|
|
2020
Q4 | $249K | Buy |
+1,616
| New | +$249K | 0.17% | 80 |
|