WT 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 | $244K | Hold |
842
| – | – | 0.07% | 127 |
|
|
2025
Q1 | $254K | Hold |
842
| – | – | 0.08% | 106 |
|
|
2024
Q4 | $233K | Hold |
842
| – | – | 0.07% | 118 |
|
|
2024
Q3 | $254K | Hold |
842
| – | – | 0.08% | 114 |
|
|
2024
Q2 | $215K | Sell |
842
-31
| -4% | -$7.91K | 0.07% | 111 |
|
|
2024
Q1 | $226K | Buy |
+873
| New | +$226K | 0.08% | 101 |
|