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Whipplewood Advisors’s Chubb CB Stock Holding History

Whipplewood Advisors’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$42K Buy
145
+17
+13% +$4.93K 0.02% 348
2025
Q1 		$43.2K Sell
128
-15
-10% -$5.06K 0.03% 326
2024
Q4 		$39.5K Buy
+143
New +$39.5K 0.02% 343