Sage Financial 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 | $377K | Hold |
1,300
| – | – | 0.13% | 39 |
|
|
2025
Q1 | $393K | Hold |
1,300
| – | – | 0.14% | 37 |
|
|
2024
Q4 | $359K | Hold |
1,300
| – | – | 0.13% | 40 |
|
|
2024
Q3 | $375K | Hold |
1,300
| – | – | 0.15% | 38 |
|
|
2024
Q2 | $332K | Hold |
1,300
| – | – | 1.01% | 9 |
|
|
2024
Q1 | $337K | Buy |
+1,300
| New | +$337K | 0.16% | 40 |
|