Smith Salley Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Buy |
9,452
+272
| +3% | +$78.8K | 0.16% | 94 |
|
|
2025
Q1 | $2.77M | Sell |
9,180
-12
| -0.1% | -$3.62K | 0.18% | 86 |
|
|
2024
Q4 | $2.54M | Buy |
9,192
+35
| +0.4% | +$9.67K | 0.16% | 89 |
|
|
2024
Q3 | $2.64M | Buy |
9,157
+185
| +2% | +$53.4K | 0.17% | 88 |
|
|
2024
Q2 | $2.29M | Buy |
8,972
+124
| +1% | +$31.6K | 0.16% | 84 |
|
|
2024
Q1 | $2.29M | Sell |
8,848
-2,089
| -19% | -$541K | 0.18% | 86 |
|
|
2023
Q4 | $2.47M | Sell |
10,937
-343
| -3% | -$77.5K | 0.16% | 96 |
|
|
2023
Q3 | $2.35M | Sell |
11,280
-143
| -1% | -$29.8K | 0.17% | 92 |
|
|
2023
Q2 | $2.2M | Sell |
11,423
-17
| -0.1% | -$3.27K | 0.16% | 94 |
|
|
2023
Q1 | $2.22M | Buy |
11,440
+513
| +5% | +$99.6K | 0.18% | 93 |
|
|
2022
Q4 | $2.41M | Buy |
10,927
+376
| +4% | +$82.9K | 0.21% | 88 |
|
|
2022
Q3 | $1.92M | Buy |
10,551
+26
| +0.2% | +$4.73K | 0.18% | 97 |
|
|
2022
Q2 | $2.07M | Buy |
10,525
+787
| +8% | +$155K | 0.18% | 98 |
|
|
2022
Q1 | $2.08M | Buy |
+9,738
| New | +$2.08M | 0.16% | 104 |
|