StrongBox Wealth’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Buy |
1,243
+57
| +5% | +$16.5K | 0.14% | 74 |
|
|
2025
Q1 | $358K | Sell |
1,186
-1,035
| -47% | -$313K | 0.15% | 72 |
|
|
2024
Q4 | $614K | Sell |
2,221
-33
| -1% | -$9.12K | 0.26% | 55 |
|
|
2024
Q3 | $650K | Buy |
+2,254
| New | +$650K | 0.28% | 57 |
|
|
2023
Q4 | – | Sell |
-1,077
| Closed | -$224K | – | 80 |
|
|
2023
Q3 | $224K | Sell |
1,077
-115
| -10% | -$23.9K | 0.14% | 76 |
|
|
2023
Q2 | $230K | Buy |
1,192
+152
| +15% | +$29.3K | 0.14% | 80 |
|
|
2023
Q1 | $202K | Buy |
+1,040
| New | +$202K | 0.14% | 86 |
|