Advisornet Financial’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$688K Buy
2,376
+504
+27% +$146K 0.04% 310
2025
Q1
$565K Sell
1,872
-11
-0.6% -$3.32K 0.04% 327
2024
Q4
$520K Sell
1,883
-17
-0.9% -$4.7K 0.04% 308
2024
Q3
$548K Buy
1,900
+867
+84% +$250K 0.04% 313
2024
Q2
$264K Buy
1,033
+203
+24% +$51.8K 0.02% 423
2024
Q1
$215K Sell
830
-56
-6% -$14.5K 0.02% 455
2023
Q4
$200K Buy
886
+44
+5% +$9.94K 0.02% 469
2023
Q3
$175K Sell
842
-138
-14% -$28.7K 0.02% 479
2023
Q2
$189K Sell
980
-46
-4% -$8.86K 0.02% 488
2023
Q1
$199K Sell
1,026
-33
-3% -$6.41K 0.02% 469
2022
Q4
$234K Buy
1,059
+68
+7% +$15K 0.02% 445
2022
Q3
$180K Buy
991
+28
+3% +$5.09K 0.02% 516
2022
Q2
$189K Buy
963
+76
+9% +$14.9K 0.02% 510
2022
Q1
$190K Sell
887
-4,923
-85% -$1.05M 0.01% 573
2021
Q4
$1.12M Buy
5,810
+5,075
+690% +$981K 0.07% 238
2021
Q3
$128K Sell
735
-5,114
-87% -$891K 0.01% 699
2021
Q2
$930K Buy
5,849
+543
+10% +$86.3K 0.06% 267
2021
Q1
$838K Sell
5,306
-13
-0.2% -$2.05K 0.06% 270
2020
Q4
$819K Buy
5,319
+426
+9% +$65.6K 0.07% 251
2020
Q3
$568K Buy
4,893
+616
+14% +$71.5K 0.05% 321
2020
Q2
$542K Sell
4,277
-284
-6% -$36K 0.04% 323
2020
Q1
$509K Buy
4,561
+1,500
+49% +$167K 0.05% 301
2019
Q4
$476K Sell
3,061
-413
-12% -$64.2K 0.04% 341
2019
Q3
$561K Buy
3,474
+413
+13% +$66.7K 0.05% 307
2019
Q2
$451K Buy
3,061
+2
+0.1% +$295 0.05% 314
2019
Q1
$429K Buy
3,059
+630
+26% +$88.4K 0.05% 297
2018
Q4
$314K Buy
2,429
+299
+14% +$38.7K 0.04% 325
2018
Q3
$285K Buy
2,130
+121
+6% +$16.2K 0.04% 356
2018
Q2
$255K Sell
2,009
-436
-18% -$55.3K 0.03% 350
2018
Q1
$334K Buy
2,445
+88
+4% +$12K 0.05% 296
2017
Q4
$344K Buy
+2,357
New +$344K 0.05% 255