Tilia Fiduciary 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 | $701K | Buy |
2,420
+295
| +14% | +$85.5K | 0.43% | 69 |
|
|
2025
Q1 | $642K | Sell |
2,125
-18
| -0.8% | -$5.44K | 0.43% | 67 |
|
|
2024
Q4 | $592K | Buy |
2,143
+239
| +13% | +$66K | 0.4% | 63 |
|
|
2024
Q3 | $549K | Buy |
1,904
+126
| +7% | +$36.3K | 0.38% | 65 |
|
|
2024
Q2 | $453K | Buy |
1,778
+80
| +5% | +$20.4K | 0.35% | 69 |
|
|
2024
Q1 | $440K | Buy |
1,698
+34
| +2% | +$8.81K | 0.36% | 70 |
|
|
2023
Q4 | $376K | Buy |
1,664
+106
| +7% | +$24K | 0.35% | 77 |
|
|
2023
Q3 | $324K | Buy |
1,558
+221
| +17% | +$46K | 0.34% | 77 |
|
|
2023
Q2 | $257K | Buy |
1,337
+338
| +34% | +$65.1K | 0.23% | 84 |
|
|
2023
Q1 | $194K | Buy |
999
+37
| +4% | +$7.19K | 0.18% | 97 |
|
|
2022
Q4 | $212K | Buy |
962
+184
| +24% | +$40.6K | 0.2% | 93 |
|
|
2022
Q3 | $144K | Hold |
778
| – | – | 0.15% | 110 |
|
|
2022
Q2 | $149K | Hold |
778
| – | – | 0.14% | 111 |
|
|
2022
Q1 | $166K | Hold |
778
| – | – | 0.14% | 113 |
|
|
2021
Q4 | $150K | Buy |
+778
| New | +$150K | 0.12% | 124 |
|