Trajan 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 | $5.22M | Buy |
18,011
+131
| +0.7% | +$38K | 0.26% | 72 |
|
|
2025
Q1 | $5.4M | Sell |
17,880
-735
| -4% | -$222K | 0.29% | 65 |
|
|
2024
Q4 | $5.14M | Buy |
18,615
+483
| +3% | +$133K | 0.28% | 67 |
|
|
2024
Q3 | $5.23M | Buy |
18,132
+470
| +3% | +$136K | 0.31% | 68 |
|
|
2024
Q2 | $4.51M | Sell |
17,662
-140
| -0.8% | -$35.7K | 0.29% | 71 |
|
|
2024
Q1 | $4.61M | Buy |
+17,802
| New | +$4.61M | 0.31% | 72 |
|