Apexium Financial’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713K | Sell |
2,453
-165
| -6% | -$48K | 0.04% | 154 |
|
|
2025
Q1 | $793K | Buy |
2,618
+63
| +2% | +$19.1K | 0.05% | 138 |
|
|
2024
Q4 | $708K | Hold |
2,555
| – | – | 0.04% | 133 |
|
|
2024
Q3 | $739K | Buy |
2,555
+15
| +0.6% | +$4.34K | 0.05% | 114 |
|
|
2024
Q2 | $648K | Sell |
2,540
-17
| -0.7% | -$4.34K | 0.05% | 117 |
|
|
2024
Q1 | $665K | Sell |
2,557
-1,373
| -35% | -$357K | 0.05% | 119 |
|
|
2023
Q4 | $888K | Buy |
3,930
+1,472
| +60% | +$333K | 0.06% | 125 |
|
|
2023
Q3 | $514K | Sell |
2,458
-13
| -0.5% | -$2.72K | 0.05% | 129 |
|
|
2023
Q2 | $478K | Buy |
2,471
+105
| +4% | +$20.3K | 0.04% | 135 |
|
|
2023
Q1 | $459K | Sell |
2,366
-21
| -0.9% | -$4.08K | 0.05% | 135 |
|
|
2022
Q4 | $527K | Sell |
2,387
-34
| -1% | -$7.5K | 0.05% | 127 |
|
|
2022
Q3 | $440K | Buy |
+2,421
| New | +$440K | 0.05% | 129 |
|