Aries Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Sell |
7,439
-10
| -0.1% | -$2.9K | 0.56% | 42 |
|
|
2025
Q1 | $2.25M | Buy |
7,449
+261
| +4% | +$78.8K | 0.61% | 46 |
|
|
2024
Q4 | $1.99M | Hold |
7,188
| – | – | 0.55% | 47 |
|
|
2024
Q3 | $2.07M | Sell |
7,188
-30
| -0.4% | -$8.65K | 0.57% | 46 |
|
|
2024
Q2 | $1.84M | Sell |
7,218
-29
| -0.4% | -$7.4K | 0.58% | 45 |
|
|
2024
Q1 | $1.88M | Sell |
7,247
-91
| -1% | -$23.6K | 0.61% | 44 |
|
|
2023
Q4 | $1.66M | Sell |
7,338
-11
| -0.1% | -$2.49K | 0.59% | 46 |
|
|
2023
Q3 | $1.57M | Buy |
7,349
+132
| +2% | +$28.3K | 0.62% | 45 |
|
|
2023
Q2 | $1.39M | Sell |
7,217
-5
| -0.1% | -$963 | 0.54% | 54 |
|
|
2023
Q1 | $1.4M | Sell |
7,222
-110
| -2% | -$21.4K | 0.58% | 53 |
|
|
2022
Q4 | $1.62M | Sell |
7,332
-30
| -0.4% | -$6.62K | 0.7% | 46 |
|
|
2022
Q3 | $1.58M | Buy |
7,362
+295
| +4% | +$63.4K | 0.7% | 45 |
|
|
2022
Q2 | $1.39M | Buy |
+7,067
| New | +$1.39M | 0.63% | 47 |
|
|
2022
Q1 | – | Sell |
-7,364
| Closed | -$1.42M | – | 94 |
|
|
2021
Q4 | $1.42M | Sell |
7,364
-220
| -3% | -$42.5K | 0.54% | 51 |
|
|
2021
Q3 | $1.32M | Buy |
7,584
+60
| +0.8% | +$10.4K | 0.56% | 48 |
|
|
2021
Q2 | $1.2M | Sell |
7,524
-100
| -1% | -$15.9K | 0.51% | 55 |
|
|
2021
Q1 | $1.25M | Buy |
7,624
+532
| +8% | +$87.3K | 0.56% | 44 |
|
|
2020
Q4 | $1.1M | Hold |
7,092
| – | – | 0.55% | 47 |
|
|
2020
Q3 | $824K | Sell |
7,092
-90
| -1% | -$10.5K | 0.47% | 52 |
|
|
2020
Q2 | $909K | Sell |
7,182
-195
| -3% | -$24.7K | 0.55% | 50 |
|
|
2020
Q1 | $781K | Buy |
7,377
+62
| +0.8% | +$6.56K | 0.6% | 48 |
|
|
2019
Q4 | $1.15M | Hold |
7,315
| – | – | 0.7% | 39 |
|
|
2019
Q3 | $1.14M | Buy |
7,315
+67
| +0.9% | +$10.4K | 0.75% | 39 |
|
|
2019
Q2 | $1.08M | Sell |
7,248
-59
| -0.8% | -$8.82K | 0.76% | 41 |
|
|
2019
Q1 | $1.02M | Buy |
7,307
+1,958
| +37% | +$274K | 0.77% | 41 |
|
|
2018
Q4 | $691K | Buy |
5,349
+16
| +0.3% | +$2.07K | 0.73% | 44 |
|
|
2018
Q3 | $713K | Hold |
5,333
| – | – | 0.64% | 51 |
|
|
2018
Q2 | $745K | Hold |
5,333
| – | – | 0.69% | 50 |
|
|
2018
Q1 | $721K | Hold |
5,333
| – | – | 0.7% | 45 |
|
|
2017
Q4 | $790K | Buy |
+5,333
| New | +$790K | 0.73% | 46 |
|