Stiles Financial Services’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $893K | Buy |
3,080
+155
| +5% | +$44.9K | 0.31% | 85 |
|
|
2025
Q1 | $885K | Sell |
2,925
-240
| -8% | -$72.6K | 0.34% | 83 |
|
|
2024
Q4 | $875K | Buy |
3,165
+541
| +21% | +$150K | 0.32% | 84 |
|
|
2024
Q3 | $758K | Sell |
2,624
-37
| -1% | -$10.7K | 0.27% | 89 |
|
|
2024
Q2 | $679K | Buy |
2,661
+494
| +23% | +$126K | 0.26% | 88 |
|
|
2024
Q1 | $562K | Buy |
2,167
+824
| +61% | +$214K | 0.23% | 101 |
|
|
2023
Q4 | $304K | Buy |
+1,343
| New | +$304K | 0.14% | 131 |
|