AA Financial 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 | $1.44M | Sell |
4,971
-124
| -2% | -$35.9K | 0.31% | 59 |
|
|
2025
Q1 | $1.54M | Buy |
5,095
+53
| +1% | +$16K | 0.38% | 54 |
|
|
2024
Q4 | $1.39M | Buy |
5,042
+273
| +6% | +$75.4K | 0.37% | 57 |
|
|
2024
Q3 | $1.38M | Buy |
4,769
+355
| +8% | +$102K | 0.4% | 58 |
|
|
2024
Q2 | $1.13M | Buy |
4,414
+65
| +1% | +$16.6K | 0.4% | 62 |
|
|
2024
Q1 | $1.13M | Buy |
+4,349
| New | +$1.13M | 0.45% | 56 |
|