Valued Wealth Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.3K | Buy |
115
+1
| +0.9% | +$290 | 0.02% | 114 |
|
|
2025
Q1 | $34.6K | Buy |
114
+12
| +12% | +$3.64K | 0.02% | 113 |
|
|
2024
Q4 | $28.3K | Sell |
102
-2
| -2% | -$555 | 0.02% | 128 |
|
|
2024
Q3 | $30.1K | Buy |
104
+26
| +33% | +$7.53K | 0.02% | 111 |
|
|
2024
Q2 | $20K | Buy |
78
+12
| +18% | +$3.08K | 0.01% | 135 |
|
|
2024
Q1 | $17.2K | Buy |
66
+36
| +120% | +$9.38K | 0.01% | 135 |
|
|
2023
Q4 | $6.3K | Buy |
+30
| New | +$6.3K | 0.01% | 171 |
|