WealthShield Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
7,645
+6,661
| +677% | +$1.93M | 0.27% | 102 |
|
|
2025
Q1 | $297K | Buy |
+984
| New | +$297K | 0.04% | 270 |
|
|
2024
Q4 | – | Sell |
-829
| Closed | -$239K | – | 497 |
|
|
2024
Q3 | $239K | Buy |
+829
| New | +$239K | 0.03% | 274 |
|
|
2023
Q4 | – | Sell |
-1,167
| Closed | -$244K | – | 481 |
|
|
2023
Q3 | $244K | Sell |
1,167
-7,521
| -87% | -$1.57M | 0.04% | 270 |
|
|
2023
Q2 | $1.68M | Buy |
8,688
+527
| +6% | +$102K | 0.25% | 104 |
|
|
2023
Q1 | $1.59M | Buy |
+8,161
| New | +$1.59M | 0.26% | 104 |
|
|
2022
Q4 | – | Sell |
-6,743
| Closed | -$1.23M | – | 290 |
|
|
2022
Q3 | $1.23M | Buy |
6,743
+466
| +7% | +$85.1K | 0.24% | 105 |
|
|
2022
Q2 | $1.24M | Buy |
6,277
+800
| +15% | +$158K | 0.25% | 104 |
|
|
2022
Q1 | $1.18M | Buy |
5,477
+1,169
| +27% | +$251K | 0.19% | 126 |
|
|
2021
Q4 | $833K | Buy |
4,308
+410
| +11% | +$79.3K | 0.14% | 152 |
|
|
2021
Q3 | $676K | Buy |
3,898
+392
| +11% | +$68K | 0.18% | 112 |
|
|
2021
Q2 | $557K | Sell |
3,506
-106
| -3% | -$16.8K | 0.09% | 161 |
|
|
2021
Q1 | $571K | Buy |
3,612
+1,693
| +88% | +$268K | 0.1% | 141 |
|
|
2020
Q4 | $295K | Buy |
+1,919
| New | +$295K | 0.05% | 237 |
|
|
2020
Q2 | – | Sell |
-1,934
| Closed | -$216K | – | 323 |
|
|
2020
Q1 | $216K | Buy |
+1,934
| New | +$216K | 0.13% | 145 |
|