Wealth Management Associates’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Hold |
982
| – | – | 0.11% | 168 |
|
|
2025
Q1 | $297K | Buy |
982
+157
| +19% | +$47.4K | 0.13% | 159 |
|
|
2024
Q4 | $228K | Hold |
825
| – | – | 0.1% | 185 |
|
|
2024
Q3 | $238K | Buy |
825
+15
| +2% | +$4.33K | 0.1% | 181 |
|
|
2024
Q2 | $207K | Hold |
810
| – | – | 0.1% | 192 |
|
|
2024
Q1 | $207K | Buy |
+810
| New | +$207K | 0.1% | 192 |
|