Arkadios Wealth 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 | $1.27M | Buy |
4,385
+2,240
| +104% | +$649K | 0.04% | 477 |
|
|
2025
Q1 | $648K | Buy |
2,145
+103
| +5% | +$31.1K | 0.02% | 612 |
|
|
2024
Q4 | $564K | Sell |
2,042
-616
| -23% | -$170K | 0.03% | 501 |
|
|
2024
Q3 | $766K | Buy |
2,658
+977
| +58% | +$282K | 0.04% | 395 |
|
|
2024
Q2 | $429K | Buy |
1,681
+260
| +18% | +$66.3K | 0.03% | 510 |
|
|
2024
Q1 | $368K | Sell |
1,421
-16
| -1% | -$4.15K | 0.03% | 475 |
|
|
2023
Q4 | $325K | Sell |
1,437
-155
| -10% | -$35K | 0.03% | 497 |
|
|
2023
Q3 | $331K | Buy |
1,592
+217
| +16% | +$45.2K | 0.03% | 456 |
|
|
2023
Q2 | $265K | Buy |
1,375
+71
| +5% | +$13.7K | 0.03% | 479 |
|
|
2023
Q1 | $253K | Buy |
+1,304
| New | +$253K | 0.03% | 484 |
|
|
2021
Q4 | – | Sell |
-290
| Closed | -$50K | – | 746 |
|
|
2021
Q3 | $50K | Hold |
290
| – | – | 0.01% | 874 |
|
|
2021
Q2 | $46K | Buy |
290
+72
| +33% | +$11.4K | 0.01% | 953 |
|
|
2021
Q1 | $34K | Buy |
218
+59
| +37% | +$9.2K | 0.01% | 803 |
|
|
2020
Q4 | $24K | Buy |
159
+34
| +27% | +$5.13K | 0.01% | 698 |
|
|
2020
Q3 | $14.9K | Hold |
125
| – | – | 0.01% | 664 |
|
|
2020
Q2 | $16.3K | Buy |
125
+77
| +160% | +$10.1K | 0.01% | 584 |
|
|
2020
Q1 | $5.36K | Hold |
48
| – | – | ﹤0.01% | 770 |
|
|
2019
Q4 | $7.91K | Buy |
+48
| New | +$7.91K | ﹤0.01% | 632 |
|