Sage Private Wealth 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 | $507K | Buy |
1,748
+138
| +9% | +$40K | 0.32% | 38 |
|
|
2025
Q1 | $486K | Sell |
1,610
-23
| -1% | -$6.95K | 0.37% | 35 |
|
|
2024
Q4 | $451K | Sell |
1,633
-96
| -6% | -$26.5K | 0.34% | 39 |
|
|
2024
Q3 | $499K | Sell |
1,729
-746
| -30% | -$215K | 0.39% | 34 |
|
|
2024
Q2 | $632K | Buy |
2,475
+275
| +13% | +$70.2K | 0.53% | 23 |
|
|
2024
Q1 | $570K | Buy |
2,200
+313
| +17% | +$81.1K | 0.46% | 30 |
|
|
2023
Q4 | $426K | Buy |
1,887
+83
| +5% | +$18.8K | 0.38% | 32 |
|
|
2023
Q3 | $376K | Buy |
1,804
+30
| +2% | +$6.25K | 0.52% | 25 |
|
|
2023
Q2 | $342K | Buy |
1,774
+1
| +0.1% | +$193 | 0.47% | 28 |
|
|
2023
Q1 | $344K | Buy |
1,773
+164
| +10% | +$31.9K | 0.4% | 26 |
|
|
2022
Q4 | $355K | Sell |
1,609
-45
| -3% | -$9.93K | 0.42% | 24 |
|
|
2022
Q3 | $301K | Sell |
1,654
-234
| -12% | -$42.6K | 0.4% | 32 |
|
|
2022
Q2 | $371K | Buy |
1,888
+335
| +22% | +$65.8K | 0.53% | 19 |
|
|
2022
Q1 | $332K | Buy |
1,553
+174
| +13% | +$37.2K | 0.32% | 35 |
|
|
2021
Q4 | $266K | Buy |
1,379
+39
| +3% | +$7.52K | 0.33% | 36 |
|
|
2021
Q3 | $233K | Buy |
1,340
+27
| +2% | +$4.7K | 0.32% | 32 |
|
|
2021
Q2 | $209K | Buy |
1,313
+25
| +2% | +$3.98K | 0.28% | 40 |
|
|
2021
Q1 | $204K | Sell |
1,288
-51
| -4% | -$8.08K | 0.35% | 37 |
|
|
2020
Q4 | $206K | Buy |
+1,339
| New | +$206K | 0.57% | 35 |
|