Aaron Wealth 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 | $605K | Buy |
2,089
+202
| +11% | +$58.5K | 0.06% | 197 |
|
|
2025
Q1 | $570K | Buy |
1,887
+103
| +6% | +$31.1K | 0.07% | 191 |
|
|
2024
Q4 | $493K | Sell |
1,784
-16
| -0.9% | -$4.42K | 0.06% | 202 |
|
|
2024
Q3 | $519K | Buy |
1,800
+204
| +13% | +$58.8K | 0.06% | 185 |
|
|
2024
Q2 | $407K | Buy |
1,596
+509
| +47% | +$130K | 0.06% | 191 |
|
|
2024
Q1 | $282K | Buy |
1,087
+196
| +22% | +$50.8K | 0.04% | 234 |
|
|
2023
Q4 | $201K | Sell |
891
-9,856
| -92% | -$2.23M | 0.03% | 251 |
|
|
2023
Q3 | $2.24M | Buy |
10,747
+11
| +0.1% | +$2.29K | 0.29% | 57 |
|
|
2023
Q2 | $2.07M | Buy |
10,736
+167
| +2% | +$32.2K | 0.27% | 61 |
|
|
2023
Q1 | $2.05M | Buy |
10,569
+173
| +2% | +$33.6K | 0.28% | 59 |
|
|
2022
Q4 | $2.29M | Sell |
10,396
-16
| -0.2% | -$3.53K | 0.33% | 54 |
|
|
2022
Q3 | $1.89M | Sell |
10,412
-450
| -4% | -$81.9K | 0.35% | 53 |
|
|
2022
Q2 | $2.14M | Sell |
10,862
-2,238,296
| -100% | -$440M | 0.54% | 38 |
|
|
2022
Q1 | $10.5M | Buy |
2,249,158
+2,238,545
| +21,092% | +$10.5M | 0.15% | 74 |
|
|
2021
Q4 | $2.05M | Buy |
10,613
+57
| +0.5% | +$11K | 0.57% | 32 |
|
|
2021
Q3 | $1.83M | Buy |
10,556
+138
| +1% | +$23.9K | 0.52% | 30 |
|
|
2021
Q2 | $1.66M | Sell |
10,418
-76
| -0.7% | -$12.1K | 0.54% | 32 |
|
|
2021
Q1 | $1.66M | Sell |
10,494
-103
| -1% | -$16.3K | 0.61% | 31 |
|
|
2020
Q4 | $1.63M | Buy |
+10,597
| New | +$1.63M | 0.6% | 37 |
|