Advyzon Investment Management’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$337K Buy
1,164
+129
+12% +$37.4K 0.07% 255
2025
Q1
$313K Sell
1,035
-141
-12% -$42.6K 0.11% 173
2024
Q4
$325K Buy
+1,176
New +$325K 0.13% 151