TD Private Client 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 | $1.63M | Buy |
5,635
+594
| +12% | +$172K | 0.04% | 273 |
|
|
2025
Q1 | $1.52M | Sell |
5,041
-223
| -4% | -$67.3K | 0.04% | 272 |
|
|
2024
Q4 | $1.45M | Sell |
5,264
-1,538
| -23% | -$425K | 0.04% | 286 |
|
|
2024
Q3 | $1.96M | Buy |
6,802
+689
| +11% | +$199K | 0.06% | 242 |
|
|
2024
Q2 | $1.56M | Sell |
6,113
-2
| -0% | -$510 | 0.05% | 280 |
|
|
2024
Q1 | $1.58M | Buy |
6,115
+181
| +3% | +$46.9K | 0.05% | 280 |
|
|
2023
Q4 | $1.34M | Sell |
5,934
-461
| -7% | -$104K | 0.05% | 289 |
|
|
2023
Q3 | $1.33M | Buy |
6,395
+880
| +16% | +$183K | 0.06% | 278 |
|
|
2023
Q2 | $1.06M | Buy |
5,515
+267
| +5% | +$51.4K | 0.05% | 322 |
|
|
2023
Q1 | $1.02M | Buy |
5,248
+488
| +10% | +$94.8K | 0.05% | 324 |
|
|
2022
Q4 | $1.05M | Buy |
4,760
+28
| +0.6% | +$6.18K | 0.05% | 316 |
|
|
2022
Q3 | $861K | Buy |
4,732
+126
| +3% | +$22.9K | 0.04% | 335 |
|
|
2022
Q2 | $905K | Sell |
4,606
-518
| -10% | -$102K | 0.04% | 329 |
|
|
2022
Q1 | $1.1M | Sell |
5,124
-1,498
| -23% | -$320K | 0.05% | 325 |
|
|
2021
Q4 | $1.28M | Sell |
6,622
-240
| -3% | -$46.4K | 0.05% | 303 |
|
|
2021
Q3 | $1.19M | Sell |
6,862
-2,763
| -29% | -$479K | 0.05% | 306 |
|
|
2021
Q2 | $1.53M | Sell |
9,625
-195
| -2% | -$31K | 0.07% | 273 |
|
|
2021
Q1 | $1.55M | Sell |
9,820
-749
| -7% | -$118K | 0.07% | 271 |
|
|
2020
Q4 | $1.63M | Sell |
10,569
-875
| -8% | -$135K | 0.08% | 243 |
|
|
2020
Q3 | $1.33M | Sell |
11,444
-453
| -4% | -$52.6K | 0.07% | 256 |
|
|
2020
Q2 | $1.51M | Buy |
11,897
+243
| +2% | +$30.8K | 0.09% | 220 |
|
|
2020
Q1 | $1.3M | Sell |
11,654
-1,079
| -8% | -$121K | 0.09% | 191 |
|
|
2019
Q4 | $1.98M | Buy |
+12,733
| New | +$1.98M | 0.12% | 177 |
|