Western Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $746K | Buy |
2,574
+299
| +13% | +$86.6K | 0.04% | 327 |
|
|
2025
Q1 | $687K | Sell |
2,275
-14
| -0.6% | -$4.23K | 0.05% | 315 |
|
|
2024
Q4 | $632K | Buy |
2,289
+215
| +10% | +$59.4K | 0.04% | 318 |
|
|
2024
Q3 | $598K | Sell |
2,074
-190
| -8% | -$54.8K | 0.03% | 412 |
|
|
2024
Q2 | $578K | Buy |
2,264
+69
| +3% | +$17.6K | 0.04% | 330 |
|
|
2024
Q1 | $569K | Buy |
2,195
+66
| +3% | +$17.1K | 0.04% | 338 |
|
|
2023
Q4 | $481K | Buy |
2,129
+18
| +0.9% | +$4.07K | 0.03% | 426 |
|
|
2023
Q3 | $440K | Buy |
2,111
+20
| +1% | +$4.16K | 0.04% | 417 |
|
|
2023
Q2 | $403K | Buy |
2,091
+43
| +2% | +$8.28K | 0.03% | 433 |
|
|
2023
Q1 | $398K | Sell |
2,048
-110
| -5% | -$21.4K | 0.04% | 431 |
|
|
2022
Q4 | $476K | Sell |
2,158
-2,688
| -55% | -$593K | 0.05% | 347 |
|
|
2022
Q3 | $882K | Sell |
4,846
-3,184
| -40% | -$580K | 0.05% | 333 |
|
|
2022
Q2 | $1.58M | Buy |
8,030
+282
| +4% | +$55.5K | 0.09% | 222 |
|
|
2022
Q1 | $1.66M | Buy |
7,748
+5,423
| +233% | +$1.16M | 0.08% | 232 |
|
|
2021
Q4 | $450K | Buy |
+2,325
| New | +$450K | 0.04% | 355 |
|
|
2021
Q2 | $290K | Sell |
1,847
-9
| -0.5% | -$1.41K | 0.03% | 502 |
|
|
2021
Q1 | $293K | Sell |
1,856
-43
| -2% | -$6.79K | 0.04% | 405 |
|
|
2020
Q4 | $292K | Sell |
1,899
-1,539
| -45% | -$237K | 0.04% | 361 |
|
|
2020
Q3 | $399K | Buy |
3,438
+266
| +8% | +$30.9K | 0.07% | 278 |
|
|
2020
Q2 | $402K | Sell |
3,172
-62
| -2% | -$7.86K | 0.07% | 261 |
|
|
2020
Q1 | $365K | Buy |
3,234
+1,335
| +70% | +$151K | 0.08% | 234 |
|
|
2019
Q4 | $296K | Sell |
1,899
-1,083
| -36% | -$169K | 0.04% | 311 |
|
|
2019
Q3 | $481K | Buy |
2,982
+1,511
| +103% | +$244K | 0.1% | 220 |
|
|
2019
Q2 | $215K | Sell |
1,471
-284
| -16% | -$41.5K | 0.03% | 372 |
|
|
2019
Q1 | $244K | Sell |
1,755
-134
| -7% | -$18.6K | 0.05% | 324 |
|
|
2018
Q4 | $243K | Buy |
+1,889
| New | +$243K | 0.07% | 286 |
|