Tyler-Stone 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 | $1.06M | Buy |
3,662
+4
| +0.1% | +$1.16K | 0.17% | 112 |
|
|
2025
Q1 | $1.1M | Sell |
3,658
-2,276
| -38% | -$687K | 0.2% | 98 |
|
|
2024
Q4 | $1.64M | Buy |
5,934
+210
| +4% | +$58K | 0.29% | 66 |
|
|
2024
Q3 | $1.65M | Buy |
5,724
+2,862
| +100% | +$825K | 0.31% | 67 |
|
|
2024
Q2 | $730K | Hold |
2,862
| – | – | 0.3% | 64 |
|
|
2024
Q1 | $742K | Buy |
2,862
+75
| +3% | +$19.4K | 0.33% | 63 |
|
|
2023
Q4 | $630K | Buy |
2,787
+47
| +2% | +$10.6K | 0.32% | 67 |
|
|
2023
Q3 | $570K | Buy |
2,740
+100
| +4% | +$20.8K | 0.33% | 63 |
|
|
2023
Q2 | $508K | Buy |
+2,640
| New | +$508K | 0.29% | 73 |
|
|
2022
Q4 | $582K | Hold |
2,640
| – | – | 0.4% | 60 |
|
|
2022
Q3 | $480K | Hold |
2,640
| – | – | 0.37% | 61 |
|
|
2022
Q2 | $519K | Hold |
2,640
| – | – | 0.35% | 65 |
|
|
2022
Q1 | $565K | Buy |
2,640
+15
| +0.6% | +$3.21K | 0.31% | 70 |
|
|
2021
Q4 | $507K | Buy |
+2,625
| New | +$507K | 0.27% | 83 |
|