Aptus 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 | $2.3M | Buy |
7,939
+1,423
| +22% | +$412K | 0.02% | 386 |
|
|
2025
Q1 | $1.97M | Sell |
6,516
-219
| -3% | -$66.1K | 0.02% | 395 |
|
|
2024
Q4 | $1.86M | Buy |
6,735
+2,787
| +71% | +$770K | 0.02% | 398 |
|
|
2024
Q3 | $1.14M | Sell |
3,948
-34
| -0.9% | -$9.81K | 0.02% | 387 |
|
|
2024
Q2 | $1.02M | Buy |
3,982
+285
| +8% | +$72.7K | 0.02% | 387 |
|
|
2024
Q1 | $958K | Buy |
3,697
+465
| +14% | +$120K | 0.02% | 397 |
|
|
2023
Q4 | $730K | Buy |
3,232
+105
| +3% | +$23.7K | 0.02% | 325 |
|
|
2023
Q3 | $651K | Buy |
3,127
+1,128
| +56% | +$235K | 0.02% | 339 |
|
|
2023
Q2 | $385K | Buy |
1,999
+243
| +14% | +$46.8K | 0.01% | 340 |
|
|
2023
Q1 | $342K | Sell |
1,756
-18,164
| -91% | -$3.54M | 0.01% | 369 |
|
|
2022
Q4 | $4.39M | Sell |
19,920
-2,376
| -11% | -$524K | 0.13% | 126 |
|
|
2022
Q3 | $4.06M | Sell |
22,296
-23,877
| -52% | -$4.34M | 0.1% | 118 |
|
|
2022
Q2 | $9.08M | Buy |
46,173
+26,048
| +129% | +$5.12M | 0.24% | 56 |
|
|
2022
Q1 | $4.31M | Sell |
20,125
-190
| -0.9% | -$40.6K | 0.11% | 105 |
|
|
2021
Q4 | $3.93M | Buy |
20,315
+3,000
| +17% | +$580K | 0.12% | 103 |
|
|
2021
Q3 | $3M | Buy |
17,315
+4,199
| +32% | +$728K | 0.08% | 110 |
|
|
2021
Q2 | $2.08M | Buy |
+13,116
| New | +$2.08M | 0.06% | 122 |
|
|
2020
Q2 | – | Sell |
-17,997
| Closed | -$2.01M | – | 401 |
|
|
2020
Q1 | $2.01M | Buy |
17,997
+2,213
| +14% | +$247K | 0.17% | 88 |
|
|
2019
Q4 | $2.46M | Buy |
+15,784
| New | +$2.46M | 0.17% | 77 |
|