Wealth Effects’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
1,205
-25
| -2% | -$7.24K | 0.13% | 128 |
|
|
2025
Q1 | $371K | Sell |
1,230
-41
| -3% | -$12.4K | 0.16% | 119 |
|
|
2024
Q4 | $351K | Sell |
1,271
-99
| -7% | -$27.3K | 0.12% | 141 |
|
|
2024
Q3 | $395K | Buy |
1,370
+40
| +3% | +$11.5K | 0.14% | 130 |
|
|
2024
Q2 | $339K | Buy |
1,330
+25
| +2% | +$6.38K | 0.12% | 135 |
|
|
2024
Q1 | $338K | Sell |
1,305
-40
| -3% | -$10.4K | 0.12% | 139 |
|
|
2023
Q4 | $304K | Sell |
1,345
-122
| -8% | -$27.6K | 0.11% | 153 |
|
|
2023
Q3 | $305K | Buy |
1,467
+38
| +3% | +$7.91K | 0.15% | 133 |
|
|
2023
Q2 | $275K | Buy |
1,429
+1
| +0.1% | +$193 | 0.12% | 144 |
|
|
2023
Q1 | $277K | Hold |
1,428
| – | – | 0.14% | 143 |
|
|
2022
Q4 | $315K | Sell |
1,428
-182
| -11% | -$40.2K | 0.18% | 128 |
|
|
2022
Q3 | $293K | Sell |
1,610
-49
| -3% | -$8.92K | 0.18% | 119 |
|
|
2022
Q2 | $326K | Sell |
1,659
-45
| -3% | -$8.84K | 0.2% | 113 |
|
|
2022
Q1 | $365K | Buy |
1,704
+155
| +10% | +$33.2K | 0.17% | 119 |
|
|
2021
Q4 | $299K | Buy |
+1,549
| New | +$299K | 0.12% | 148 |
|