Tandem Wealth Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
1,281
-155
| -11% | -$44.9K | 0.18% | 36 |
|
|
2025
Q1 | $434K | Buy |
1,436
+54
| +4% | +$16.3K | 0.23% | 33 |
|
|
2024
Q4 | $382K | Buy |
1,382
+40
| +3% | +$11.1K | 0.19% | 37 |
|
|
2024
Q3 | $387K | Sell |
1,342
-15
| -1% | -$4.33K | 0.2% | 36 |
|
|
2024
Q2 | $346K | Hold |
1,357
| – | – | 0.19% | 37 |
|
|
2024
Q1 | $352K | Sell |
1,357
-12
| -0.9% | -$3.11K | 0.19% | 37 |
|
|
2023
Q4 | $309K | Hold |
1,369
| – | – | 0.18% | 39 |
|
|
2023
Q3 | $285K | Sell |
1,369
-17
| -1% | -$3.54K | 0.17% | 35 |
|
|
2023
Q2 | $267K | Buy |
1,386
+157
| +13% | +$30.2K | 0.16% | 37 |
|
|
2023
Q1 | $239K | Hold |
1,229
| – | – | 0.15% | 38 |
|
|
2022
Q4 | $271K | Buy |
+1,229
| New | +$271K | 0.17% | 39 |
|