Acima Private Wealth’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.5K | Hold |
264
| – | – | 0.03% | 141 |
|
|
2025
Q1 | $79.7K | Hold |
264
| – | – | 0.03% | 142 |
|
|
2024
Q4 | $72.9K | Hold |
264
| – | – | 0.02% | 146 |
|
|
2024
Q3 | $76.1K | Hold |
264
| – | – | 0.03% | 145 |
|
|
2024
Q2 | $67.3K | Hold |
264
| – | – | 0.02% | 145 |
|
|
2024
Q1 | $68.4K | Hold |
264
| – | – | 0.03% | 148 |
|
|
2023
Q4 | $59.7K | Hold |
264
| – | – | 0.02% | 157 |
|
|
2023
Q3 | $55K | Hold |
264
| – | – | 0.02% | 163 |
|
|
2023
Q2 | $50.8K | Hold |
264
| – | – | 0.02% | 169 |
|
|
2023
Q1 | $51.3K | Buy |
264
+58
| +28% | +$11.3K | 0.03% | 167 |
|
|
2022
Q4 | $45.4K | Hold |
206
| – | – | 0.02% | 159 |
|
|
2022
Q3 | $37.5K | Hold |
206
| – | – | 0.02% | 164 |
|
|
2022
Q2 | $40.5K | Hold |
206
| – | – | 0.02% | 166 |
|
|
2022
Q1 | $44K | Hold |
206
| – | – | 0.02% | 173 |
|
|
2021
Q4 | $40K | Hold |
206
| – | – | 0.02% | 179 |
|
|
2021
Q3 | $36K | Hold |
206
| – | – | 0.02% | 171 |
|
|
2021
Q2 | $33K | Hold |
206
| – | – | 0.02% | 170 |
|
|
2021
Q1 | $33K | Hold |
206
| – | – | 0.02% | 169 |
|
|
2020
Q4 | $32K | Hold |
206
| – | – | 0.02% | 171 |
|
|
2020
Q3 | $24K | Sell |
206
-963
| -82% | -$112K | 0.01% | 172 |
|
|
2020
Q2 | $148K | Hold |
1,169
| – | – | 0.1% | 127 |
|
|
2020
Q1 | $131K | Hold |
1,169
| – | – | 0.1% | 135 |
|
|
2019
Q4 | $182K | Hold |
1,169
| – | – | 0.13% | 141 |
|
|
2019
Q3 | $188K | Hold |
1,169
| – | – | 0.14% | 136 |
|
|
2019
Q2 | $172K | Hold |
1,169
| – | – | 0.14% | 132 |
|
|
2019
Q1 | $164K | Buy |
1,169
+145
| +14% | +$20.3K | 0.14% | 130 |
|
|
2018
Q4 | $132K | Buy |
+1,024
| New | +$132K | 0.13% | 136 |
|