Transform Wealth’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $12.4M | Buy |
40,844
+295
| +0.7% | +$89.4K | 0.75% | 41 |
|
|
2024
Q4 | $11.2M | Buy |
40,549
+4,513
| +13% | +$1.25M | 0.62% | 46 |
|
|
2024
Q3 | $10.4M | Buy |
36,036
+594
| +2% | +$172K | 0.69% | 39 |
|
|
2024
Q2 | $9.07M | Buy |
35,442
+637
| +2% | +$163K | 0.68% | 42 |
|
|
2024
Q1 | $9.05M | Buy |
34,805
+1,427
| +4% | +$371K | 0.86% | 41 |
|
|
2023
Q4 | $7.57M | Buy |
33,378
+7,835
| +31% | +$1.78M | 0.74% | 45 |
|
|
2023
Q3 | $5.34M | Sell |
25,543
-10,108
| -28% | -$2.11M | 0.56% | 63 |
|
|
2023
Q2 | $6.9M | Buy |
35,651
+44
| +0.1% | +$8.51K | 0.62% | 54 |
|
|
2023
Q1 | $6.94M | Buy |
35,607
+52
| +0.1% | +$10.1K | 0.65% | 54 |
|
|
2022
Q4 | $7.87M | Buy |
35,555
+1,078
| +3% | +$239K | 0.88% | 37 |
|
|
2022
Q3 | $6.3M | Buy |
34,477
+1,580
| +5% | +$289K | 0.82% | 43 |
|
|
2022
Q2 | $6.49M | Buy |
32,897
+1,033
| +3% | +$204K | 0.97% | 40 |
|
|
2022
Q1 | $6.82M | Buy |
+31,864
| New | +$6.82M | 0.76% | 45 |
|