SWM
Scissortail Wealth Management’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.68M | Buy |
19,599
+577
| +3% | +$167K | 1.36% | 25 |
|
|
2025
Q1 | $5.74M | Sell |
19,022
-332
| -2% | -$100K | 1.48% | 21 |
|
|
2024
Q4 | $5.35M | Buy |
19,354
+18,962
| +4,837% | +$5.24M | 1.37% | 23 |
|
|
2024
Q3 | $5.62M | Sell |
392
-18,848
| -98% | -$270M | 1.36% | 25 |
|
|
2024
Q2 | $4.91M | Buy |
19,240
+27
| +0.1% | +$6.89K | 1.25% | 25 |
|
|
2024
Q1 | $4.98M | Sell |
19,213
-13,991
| -42% | -$3.63M | 1.32% | 26 |
|
|
2023
Q4 | $8.06M | Buy |
+33,204
| New | +$8.06M | 2.55% | 8 |
|
|
2023
Q3 | – | Sell |
-18,215
| Closed | -$3.52M | – | 49 |
|
|
2023
Q2 | $3.52M | Buy |
+18,215
| New | +$3.52M | 2.89% | 16 |
|
|
2023
Q1 | – | Sell |
-29,059
| Closed | -$6.24M | – | 52 |
|
|
2022
Q4 | $6.24M | Buy |
+29,059
| New | +$6.24M | 3.61% | 7 |
|
|
2022
Q3 | – | Sell |
-16,647
| Closed | -$3.22M | – | 92 |
|
|
2022
Q2 | $3.22M | Buy |
+16,647
| New | +$3.22M | 1.24% | 26 |
|
|
2022
Q1 | – | Sell |
-16,647
| Closed | -$3.22M | – | 96 |
|
|
2021
Q4 | $3.22M | Buy |
+16,647
| New | +$3.22M | 1.24% | 26 |
|