Welch 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 | $774K | Buy |
2,672
+26
| +1% | +$7.53K | 0.03% | 121 |
|
|
2025
Q1 | $784K | Hold |
2,646
| – | – | 0.03% | 108 |
|
|
2024
Q4 | $729K | Hold |
2,646
| – | – | 0.03% | 119 |
|
|
2024
Q3 | $763K | Hold |
2,646
| – | – | 0.03% | 111 |
|
|
2024
Q2 | $675K | Sell |
2,646
-240
| -8% | -$61.2K | 0.03% | 119 |
|
|
2024
Q1 | $748K | Buy |
2,886
+252
| +10% | +$65.3K | 0.04% | 97 |
|
|
2023
Q4 | $595K | Buy |
2,634
+179
| +7% | +$40.5K | 0.03% | 111 |
|
|
2023
Q3 | $511K | Sell |
2,455
-110
| -4% | -$22.9K | 0.03% | 107 |
|
|
2023
Q2 | $494K | Hold |
2,565
| – | – | 0.03% | 111 |
|
|
2023
Q1 | $498K | Sell |
2,565
-304
| -11% | -$59K | 0.03% | 111 |
|
|
2022
Q4 | $633K | Hold |
2,869
| – | – | 0.04% | 101 |
|
|
2022
Q3 | $522K | Hold |
2,869
| – | – | 0.03% | 95 |
|
|
2022
Q2 | $564K | Buy |
2,869
+60
| +2% | +$11.8K | 0.03% | 99 |
|
|
2022
Q1 | $601K | Hold |
2,809
| – | – | 0.03% | 103 |
|
|
2021
Q4 | $543K | Hold |
2,809
| – | – | 0.03% | 119 |
|
|
2021
Q3 | $487K | Hold |
2,809
| – | – | 0.03% | 111 |
|
|
2021
Q2 | $446K | Buy |
2,809
+130
| +5% | +$20.6K | 0.03% | 113 |
|
|
2021
Q1 | $423K | Hold |
2,679
| – | – | 0.03% | 113 |
|
|
2020
Q4 | $412K | Buy |
2,679
+542
| +25% | +$83.4K | 0.03% | 104 |
|
|
2020
Q3 | $248K | Buy |
+2,137
| New | +$248K | 0.02% | 125 |
|
|
2018
Q2 | – | Sell |
-756
| Closed | -$103K | – | 142 |
|
|
2018
Q1 | $103K | Hold |
756
| – | – | 0.01% | 137 |
|
|
2017
Q4 | $110K | Buy |
+756
| New | +$110K | 0.02% | 134 |
|