Spire 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 | $468K | Sell |
1,615
-588
| -27% | -$170K | 0.02% | 526 |
|
|
2025
Q1 | $665K | Sell |
2,203
-6,044
| -73% | -$1.83M | 0.02% | 496 |
|
|
2024
Q4 | $2.28M | Buy |
8,247
+5,958
| +260% | +$1.65M | 0.07% | 230 |
|
|
2024
Q3 | $660K | Sell |
2,289
-551
| -19% | -$159K | 0.02% | 460 |
|
|
2024
Q2 | $725K | Buy |
2,840
+304
| +12% | +$77.6K | 0.03% | 413 |
|
|
2024
Q1 | $657K | Buy |
2,536
+29
| +1% | +$7.51K | 0.01% | 454 |
|
|
2023
Q4 | $595K | Sell |
2,507
-90
| -3% | -$21.4K | 0.02% | 477 |
|
|
2023
Q3 | $541K | Sell |
2,597
-406
| -14% | -$84.5K | 0.02% | 463 |
|
|
2023
Q2 | $578K | Buy |
3,003
+767
| +34% | +$148K | 0.02% | 459 |
|
|
2023
Q1 | $434K | Buy |
2,236
+481
| +27% | +$93.4K | 0.02% | 526 |
|
|
2022
Q4 | $387K | Buy |
1,755
+306
| +21% | +$67.5K | 0.02% | 409 |
|
|
2022
Q3 | $263K | Sell |
1,449
-575
| -28% | -$104K | 0.02% | 463 |
|
|
2022
Q2 | $398K | Sell |
2,024
-594
| -23% | -$117K | 0.02% | 543 |
|
|
2022
Q1 | $560K | Sell |
2,618
-6,318
| -71% | -$1.35M | 0.02% | 537 |
|
|
2021
Q4 | $1.73M | Buy |
8,936
+6,056
| +210% | +$1.17M | 0.04% | 336 |
|
|
2021
Q3 | $500K | Buy |
2,880
+733
| +34% | +$127K | 0.01% | 586 |
|
|
2021
Q2 | $341K | Sell |
2,147
-4,990
| -70% | -$793K | 0.01% | 729 |
|
|
2021
Q1 | $1.14M | Buy |
+7,137
| New | +$1.14M | 0.03% | 402 |
|