AE Wealth 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 | $1.19M | Buy |
4,095
+1,083
| +36% | +$314K | 0.01% | 680 |
|
|
2025
Q1 | $909K | Buy |
3,012
+79
| +3% | +$23.9K | 0.01% | 729 |
|
|
2024
Q4 | $811K | Buy |
2,933
+202
| +7% | +$55.8K | 0.01% | 759 |
|
|
2024
Q3 | $787K | Sell |
2,731
-736
| -21% | -$212K | 0.01% | 759 |
|
|
2024
Q2 | $884K | Buy |
3,467
+1,198
| +53% | +$306K | 0.01% | 730 |
|
|
2024
Q1 | $588K | Sell |
2,269
-16,443
| -88% | -$4.26M | 0.01% | 778 |
|
|
2023
Q4 | $4.51M | Sell |
18,712
-2,654
| -12% | -$640K | 0.02% | 632 |
|
|
2023
Q3 | $4.45M | Buy |
21,366
+553
| +3% | +$115K | 0.03% | 576 |
|
|
2023
Q2 | $4.01M | Sell |
20,813
-847
| -4% | -$163K | 0.02% | 610 |
|
|
2023
Q1 | $4.21M | Sell |
21,660
-263
| -1% | -$51.1K | 0.03% | 549 |
|
|
2022
Q4 | $4.84M | Buy |
21,923
+438
| +2% | +$96.6K | 0.04% | 490 |
|
|
2022
Q3 | $3.91M | Sell |
21,485
-13,409
| -38% | -$2.44M | 0.03% | 484 |
|
|
2022
Q2 | $6.86M | Buy |
34,894
+3,289
| +10% | +$647K | 0.05% | 353 |
|
|
2022
Q1 | $6.76M | Buy |
31,605
+19,959
| +171% | +$4.27M | 0.05% | 368 |
|
|
2021
Q4 | $2.25M | Sell |
11,646
-15,056
| -56% | -$2.91M | 0.02% | 664 |
|
|
2021
Q3 | $4.63M | Buy |
26,702
+277
| +1% | +$48.1K | 0.04% | 400 |
|
|
2021
Q2 | $4.2M | Buy |
26,425
+4,002
| +18% | +$636K | 0.04% | 417 |
|
|
2021
Q1 | $3.54M | Buy |
22,423
+1,432
| +7% | +$226K | 0.04% | 402 |
|
|
2020
Q4 | $3.23M | Sell |
20,991
-35
| -0.2% | -$5.39K | 0.04% | 360 |
|
|
2020
Q3 | $2.44M | Buy |
21,026
+4,377
| +26% | +$508K | 0.03% | 381 |
|
|
2020
Q2 | $2.11M | Buy |
16,649
+10,180
| +157% | +$1.29M | 0.03% | 393 |
|
|
2020
Q1 | $723K | Buy |
6,469
+1,591
| +33% | +$178K | 0.02% | 564 |
|
|
2019
Q4 | $759K | Buy |
4,878
+644
| +15% | +$100K | 0.02% | 595 |
|
|
2019
Q3 | $684K | Buy |
4,234
+817
| +24% | +$132K | 0.02% | 537 |
|
|
2019
Q2 | $503K | Buy |
3,417
+1,559
| +84% | +$229K | 0.02% | 589 |
|
|
2019
Q1 | $260K | Buy |
+1,858
| New | +$260K | 0.02% | 504 |
|
|
2018
Q4 | – | Sell |
-1,661
| Closed | -$222K | – | 491 |
|
|
2018
Q3 | $222K | Buy |
+1,661
| New | +$222K | 0.01% | 533 |
|
|
2018
Q2 | – | Sell |
-1,690
| Closed | -$231K | – | 454 |
|
|
2018
Q1 | $231K | Sell |
1,690
-163
| -9% | -$22.3K | 0.02% | 375 |
|
|
2017
Q4 | $271K | Buy |
1,853
+218
| +13% | +$31.9K | 0.02% | 340 |
|
|
2017
Q3 | $233K | Buy |
1,635
+242
| +17% | +$34.5K | 0.02% | 358 |
|
|
2017
Q2 | $203K | Buy |
+1,393
| New | +$203K | 0.02% | 358 |
|