Annis Gardner Whiting Capital Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Buy |
678
+156
| +30% | +$45.3K | 0.07% | 212 |
|
|
2025
Q1 | $158K | Sell |
522
-5
| -0.9% | -$1.51K | 0.07% | 207 |
|
|
2024
Q4 | $146K | Buy |
527
+70
| +15% | +$19.4K | 0.04% | 233 |
|
|
2024
Q3 | $132K | Sell |
457
-45
| -9% | -$13K | 0.04% | 248 |
|
|
2024
Q2 | $128K | Buy |
502
+7
| +1% | +$1.79K | 0.04% | 264 |
|
|
2024
Q1 | $129K | Buy |
495
+58
| +13% | +$15.1K | 0.05% | 240 |
|
|
2023
Q4 | $99.1K | Hold |
437
| – | – | 0.04% | 223 |
|
|
2023
Q3 | $91.3K | Buy |
+437
| New | +$91.3K | 0.05% | 222 |
|