Wealth Dimensions Group’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-681
Closed -$206K 172
2025
Q1
$206K Buy
+681
New +$206K 0.05% 156
2024
Q4
Sell
-781
Closed -$225K 154
2024
Q3
$225K Buy
+781
New +$225K 0.06% 137