RWB
RMR Wealth Builders’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
4,737
+205
| +5% | +$59.6K | 0.13% | 96 |
|
|
2025
Q1 | $1.37M | Buy |
4,532
+49
| +1% | +$14.8K | 0.14% | 91 |
|
|
2024
Q4 | $1.24M | Buy |
4,483
+110
| +3% | +$30.4K | 0.13% | 92 |
|
|
2024
Q3 | $1.26M | Hold |
4,373
| – | – | 0.13% | 86 |
|
|
2024
Q2 | $1.12M | Buy |
4,373
+21
| +0.5% | +$5.36K | 0.13% | 92 |
|
|
2024
Q1 | $1.13M | Sell |
4,352
-20
| -0.5% | -$5.18K | 0.14% | 90 |
|
|
2023
Q4 | $988K | Buy |
4,372
+152
| +4% | +$34.4K | 0.14% | 84 |
|
|
2023
Q3 | $879K | Sell |
4,220
-71
| -2% | -$14.8K | 0.14% | 79 |
|
|
2023
Q2 | $830K | Hold |
4,291
| – | – | 0.14% | 75 |
|
|
2023
Q1 | $833K | Buy |
4,291
+1
| +0% | +$194 | 0.16% | 74 |
|
|
2022
Q4 | $950K | Sell |
4,290
-194
| -4% | -$43K | 0.22% | 56 |
|
|
2022
Q3 | $819K | Hold |
4,484
| – | – | 0.2% | 58 |
|
|
2022
Q2 | $885K | Buy |
4,484
+7
| +0.2% | +$1.38K | 0.22% | 65 |
|
|
2022
Q1 | $961K | Buy |
+4,477
| New | +$961K | 0.21% | 68 |
|
|
2021
Q4 | – | Sell |
-5,152
| Closed | -$898K | – | 134 |
|
|
2021
Q3 | $898K | Hold |
5,152
| – | – | 0.26% | 57 |
|
|
2021
Q2 | $823K | Buy |
5,152
+1
| +0% | +$160 | 0.27% | 64 |
|
|
2021
Q1 | $814K | Buy |
5,151
+218
| +4% | +$34.5K | 0.21% | 68 |
|
|
2020
Q4 | $759K | Sell |
4,933
-380
| -7% | -$58.5K | 0.37% | 51 |
|
|
2020
Q3 | $617K | Buy |
5,313
+592
| +13% | +$68.7K | 0.16% | 99 |
|
|
2020
Q2 | $598K | Buy |
+4,721
| New | +$598K | 0.53% | 42 |
|
|
2019
Q4 | $718K | Buy |
+4,613
| New | +$718K | 0.69% | 36 |
|