Advisor Resource Council’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,171
| Closed | -$346K | – | 228 |
|
2025
Q1 | $346K | Buy |
+1,171
| New | +$346K | 0.03% | 436 |
|
2024
Q1 | – | Sell |
-1,967
| Closed | -$445K | – | 269 |
|
2023
Q4 | $445K | Buy |
+1,967
| New | +$445K | 0.05% | 282 |
|
2022
Q3 | – | Sell |
-1,899
| Closed | -$373K | – | 197 |
|
2022
Q2 | $373K | Buy |
+1,899
| New | +$373K | 0.03% | 337 |
|
2022
Q1 | – | Sell |
-1,835
| Closed | -$355K | – | 258 |
|
2021
Q4 | $355K | Buy |
+1,835
| New | +$355K | 0.03% | 397 |
|