Wilbanks Smith & Thomas Asset Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $530K | Buy |
2,044
+1,114
| +120% | +$289K | 0.01% | 333 |
|
|
2023
Q4 | $210K | Buy |
+930
| New | +$210K | 0.01% | 497 |
|
|
2023
Q1 | – | Sell |
-917
| Closed | -$202K | – | 509 |
|
|
2022
Q4 | $202K | Buy |
+917
| New | +$202K | 0.01% | 473 |
|
|
2018
Q4 | – | Sell |
-709
| Closed | -$94K | – | 493 |
|
|
2018
Q3 | $94K | Buy |
+709
| New | +$94K | 0.01% | 555 |
|
|
2015
Q1 | – | Sell |
-1,771
| Closed | -$203K | – | 305 |
|
|
2014
Q4 | $203K | Buy |
+1,771
| New | +$203K | 0.02% | 290 |
|