Wayfinding Financial’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Sell
872
-55
-6% -$14.7K 0.1% 128
2025
Q1
$281K Sell
927
-55
-6% -$16.7K 0.12% 100
2024
Q4
$272K Buy
+982
New +$272K 0.15% 100
2024
Q3
Sell
-945
Closed -$242K 52
2024
Q2
$242K Buy
945
+83
+10% +$21.3K 0.14% 103
2024
Q1
$217K Buy
+862
New +$217K 0.13% 111