Wedmont Private Capital’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
6,237
+272
| +5% | +$76.2K | 0.07% | 167 |
|
|
2025
Q1 | $1.69M | Sell |
5,965
-26
| -0.4% | -$7.37K | 0.09% | 139 |
|
|
2024
Q4 | $1.54M | Buy |
5,991
+733
| +14% | +$189K | 0.08% | 146 |
|
|
2024
Q3 | $1.46M | Buy |
5,258
+139
| +3% | +$38.5K | 0.08% | 148 |
|
|
2024
Q2 | $1.32M | Buy |
5,119
+538
| +12% | +$139K | 0.08% | 150 |
|
|
2024
Q1 | $1.14M | Buy |
4,581
+218
| +5% | +$54.1K | 0.08% | 163 |
|
|
2023
Q4 | $987K | Buy |
4,363
+630
| +17% | +$143K | 0.08% | 166 |
|
|
2023
Q3 | $786K | Buy |
3,733
+480
| +15% | +$101K | 0.08% | 165 |
|
|
2023
Q2 | $613K | Buy |
3,253
+586
| +22% | +$110K | 0.07% | 206 |
|
|
2023
Q1 | $523K | Sell |
2,667
-246
| -8% | -$48.2K | 0.07% | 217 |
|
|
2022
Q4 | $667K | Buy |
2,913
+320
| +12% | +$73.2K | 0.1% | 156 |
|
|
2022
Q3 | $472K | Buy |
2,593
+746
| +40% | +$136K | 0.09% | 170 |
|
|
2022
Q2 | $363K | Buy |
1,847
+62
| +3% | +$12.2K | 0.08% | 193 |
|
|
2022
Q1 | $381K | Buy |
1,785
+760
| +74% | +$162K | 0.09% | 182 |
|
|
2021
Q4 | $202K | Buy |
+1,025
| New | +$202K | 0.06% | 234 |
|