Strategic Wealth Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Buy |
+1,873
| New | +$543K | 0.04% | 199 |
|
|
2024
Q4 | $522K | Sell |
1,951
-59
| -3% | -$15.8K | 0.04% | 204 |
|
|
2024
Q3 | $580K | Buy |
2,010
+17
| +0.9% | +$4.9K | 0.06% | 190 |
|
|
2024
Q2 | $508K | Sell |
1,993
-404
| -17% | -$103K | 0.05% | 192 |
|
|
2024
Q1 | $621K | Sell |
2,397
-28
| -1% | -$7.26K | 0.07% | 173 |
|
|
2023
Q4 | $548K | Sell |
2,425
-18,498
| -88% | -$4.18M | 0.07% | 174 |
|
|
2023
Q3 | $4.36M | Buy |
20,923
+34
| +0.2% | +$7.08K | 0.57% | 42 |
|
|
2023
Q2 | $4.02M | Buy |
20,889
+1,293
| +7% | +$249K | 0.52% | 52 |
|
|
2023
Q1 | $3.81M | Buy |
19,596
+6,013
| +44% | +$1.17M | 0.58% | 43 |
|
|
2022
Q4 | $3M | Buy |
13,583
+1,648
| +14% | +$364K | 0.56% | 51 |
|
|
2022
Q3 | $2.17M | Buy |
11,935
+806
| +7% | +$147K | 0.46% | 70 |
|
|
2022
Q2 | $2.19M | Buy |
+11,129
| New | +$2.19M | 0.47% | 76 |
|
|
2019
Q4 | – | Sell |
-147
| Closed | -$23 | – | 183 |
|
|
2019
Q3 | $23 | Hold |
147
| – | – | ﹤0.01% | 371 |
|
|
2019
Q2 | $21K | Buy |
+147
| New | +$21K | 0.01% | 326 |
|