Angeles Investment Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,554
| Closed | -$431K | – | 68 |
|
2024
Q4 | $431K | Hold |
1,554
| – | – | 0.02% | 109 |
|
2024
Q3 | $450K | Hold |
1,554
| – | – | 0.02% | 114 |
|
2024
Q2 | $398K | Hold |
1,554
| – | – | 0.02% | 129 |
|
2024
Q1 | $404K | Sell |
1,554
-473
| -23% | -$123K | 0.02% | 141 |
|
2023
Q4 | $460K | Buy |
2,027
+42
| +2% | +$9.53K | 0.03% | 109 |
|
2023
Q3 | $415K | Hold |
1,985
| – | – | 0.03% | 103 |
|
2023
Q2 | $384K | Sell |
1,985
-888
| -31% | -$172K | 0.03% | 90 |
|
2023
Q1 | $560K | Buy |
2,873
+313
| +12% | +$61K | 0.05% | 49 |
|
2022
Q4 | $567K | Buy |
+2,560
| New | +$567K | 0.05% | 32 |
|
2022
Q3 | – | Sell |
-2,560
| Closed | -$505K | – | 60 |
|
2022
Q2 | $505K | Hold |
2,560
| – | – | 0.05% | 36 |
|
2022
Q1 | $550K | Sell |
2,560
-310
| -11% | -$66.6K | 0.04% | 39 |
|
2021
Q4 | $557K | Buy |
2,870
+185
| +7% | +$35.9K | 0.03% | 116 |
|
2021
Q3 | $468K | Buy |
+2,685
| New | +$468K | 0.03% | 113 |
|