Walter & Keenan 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 | $1.23M | Buy |
4,233
+158
| +4% | +$45.8K | 0.36% | 63 |
|
|
2025
Q1 | $1.23M | Buy |
4,075
+98
| +2% | +$29.6K | 0.37% | 69 |
|
|
2024
Q4 | $1.1M | Sell |
3,977
-1,936
| -33% | -$535K | 0.33% | 69 |
|
|
2024
Q3 | $1.71M | Buy |
+5,913
| New | +$1.71M | 0.52% | 55 |
|
|
2020
Q3 | – | Sell |
-2,475
| Closed | -$313K | – | 141 |
|
|
2020
Q2 | $313K | Buy |
+2,475
| New | +$313K | 0.13% | 112 |
|
|
2020
Q1 | – | Sell |
-2,050
| Closed | -$319K | – | 126 |
|
|
2019
Q4 | $319K | Sell |
2,050
-600
| -23% | -$93.4K | 0.12% | 120 |
|
|
2019
Q3 | $428K | Buy |
+2,650
| New | +$428K | 0.16% | 102 |
|