W.H. Cornerstone Investments’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,421
| Closed | -$669K | – | 114 |
|
2024
Q4 | $669K | Sell |
2,421
-1,369
| -36% | -$378K | 0.45% | 54 |
|
2024
Q3 | $1.09M | Sell |
3,790
-776
| -17% | -$224K | 0.74% | 35 |
|
2024
Q2 | $1.17M | Sell |
4,566
-313
| -6% | -$79.9K | 0.83% | 26 |
|
2024
Q1 | $1.26M | Buy |
4,879
+309
| +7% | +$80.1K | 0.91% | 24 |
|
2023
Q4 | $1.03M | Sell |
4,570
-49
| -1% | -$11.1K | 0.82% | 36 |
|
2023
Q3 | $962K | Sell |
4,619
-224
| -5% | -$46.7K | 0.85% | 37 |
|
2023
Q2 | $933K | Buy |
+4,843
| New | +$933K | 0.83% | 42 |
|