Americana Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $662K | Buy |
2,286
+816
| +56% | +$236K | 0.02% | 276 |
|
2025
Q1 | $444K | Hold |
1,470
| – | – | 0.02% | 278 |
|
2024
Q4 | $406K | Sell |
1,470
-4
| -0.3% | -$1.11K | 0.02% | 298 |
|
2024
Q3 | $425K | Hold |
1,474
| – | – | 0.03% | 263 |
|
2024
Q2 | $376K | Sell |
1,474
-3
| -0.2% | -$765 | 0.03% | 262 |
|
2024
Q1 | $383K | Buy |
+1,477
| New | +$383K | 0.03% | 253 |
|
2023
Q4 | – | Sell |
-1,403
| Closed | -$292K | – | 319 |
|
2023
Q3 | $292K | Buy |
+1,403
| New | +$292K | 0.03% | 240 |
|
2020
Q1 | – | Sell |
-2,340
| Closed | -$365K | – | 168 |
|
2019
Q4 | $365K | Buy |
+2,340
| New | +$365K | 0.2% | 66 |
|