Total Clarity Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
4,508
+365
| +9% | +$106K | 0.37% | 73 |
|
|
2025
Q1 | $1.14M | Hold |
4,143
| – | – | 0.37% | 73 |
|
|
2024
Q4 | $1.14M | Sell |
4,143
-10
| -0.2% | -$2.76K | 0.37% | 73 |
|
|
2024
Q3 | $1.2M | Buy |
4,153
+263
| +7% | +$75.8K | 0.39% | 70 |
|
|
2024
Q2 | $992K | Buy |
+3,890
| New | +$992K | 0.34% | 79 |
|
|
2022
Q3 | – | Sell |
-28
| Closed | -$6K | – | 320 |
|
|
2022
Q2 | $6K | Buy |
+28
| New | +$6K | ﹤0.01% | 768 |
|
|
2022
Q1 | – | Sell |
-47
| Closed | -$9K | – | 305 |
|
|
2021
Q4 | $9K | Buy |
47
+13
| +38% | +$2.49K | ﹤0.01% | 713 |
|
|
2021
Q3 | $6K | Buy |
+34
| New | +$6K | ﹤0.01% | 773 |
|