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