Advisory Resource Group’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
3,859
+100
+3% +$29K 0.21% 105
2025
Q1
$1.14M Buy
3,759
+20
+0.5% +$6.04K 0.23% 87
2024
Q4
$1.03M Buy
3,739
+255
+7% +$70.5K 0.22% 95
2024
Q3
$1M Sell
3,484
-247
-7% -$71.2K 0.21% 102
2024
Q2
$952K Buy
3,731
+198
+6% +$50.5K 0.21% 95
2024
Q1
$916K Buy
3,533
+571
+19% +$148K 0.21% 86
2023
Q4
$669K Sell
2,962
-45
-1% -$10.2K 0.17% 106
2023
Q3
$626K Buy
3,007
+92
+3% +$19.2K 0.17% 99
2023
Q2
$561K Buy
2,915
+170
+6% +$32.7K 0.15% 105
2023
Q1
$533K Buy
2,745
+315
+13% +$61.2K 0.15% 110
2022
Q4
$536K Buy
+2,430
New +$536K 0.16% 91
2022
Q3
Sell
-1,065
Closed -$209K 133
2022
Q2
$209K Sell
1,065
-226
-18% -$44.4K 0.07% 125
2022
Q1
$276K Buy
1,291
+72
+6% +$15.4K 0.09% 117
2021
Q4
$240K Buy
+1,219
New +$240K 0.08% 127