Wetzel Investment Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Sell |
1,705
-138
| -7% | -$40.1K | 0.23% | 68 |
|
|
2025
Q1 | $558K | Sell |
1,843
-22
| -1% | -$6.66K | 0.28% | 63 |
|
|
2024
Q4 | $515K | Hold |
1,865
| – | – | 0.26% | 67 |
|
|
2024
Q3 | $540K | Buy |
1,865
+43
| +2% | +$12.4K | 0.27% | 66 |
|
|
2024
Q2 | $472K | Hold |
1,822
| – | – | 0.27% | 65 |
|
|
2024
Q1 | $447K | Buy |
1,822
+17
| +0.9% | +$4.17K | 0.26% | 65 |
|
|
2023
Q4 | $408K | Buy |
+1,805
| New | +$408K | 0.25% | 67 |
|