Atlas 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 | $495K | Sell |
1,710
-27
| -2% | -$7.82K | 0.06% | 254 |
|
|
2025
Q1 | $525K | Hold |
1,737
| – | – | 0.07% | 248 |
|
|
2024
Q4 | $480K | Hold |
1,737
| – | – | 0.06% | 242 |
|
|
2024
Q3 | $501K | Hold |
1,737
| – | – | 0.08% | 217 |
|
|
2024
Q2 | $443K | Hold |
1,737
| – | – | 0.06% | 246 |
|
|
2024
Q1 | $450K | Hold |
1,737
| – | – | 0.07% | 234 |
|
|
2023
Q4 | $393K | Sell |
1,737
-14
| -0.8% | -$3.16K | 0.06% | 258 |
|
|
2023
Q3 | $365K | Hold |
1,751
| – | – | 0.06% | 249 |
|
|
2023
Q2 | $337K | Hold |
1,751
| – | – | 0.05% | 271 |
|
|
2023
Q1 | $340K | Hold |
1,751
| – | – | 0.05% | 265 |
|
|
2022
Q4 | $386K | Sell |
1,751
-29
| -2% | -$6.4K | 0.06% | 219 |
|
|
2022
Q3 | $324K | Sell |
1,780
-34
| -2% | -$6.18K | 0.06% | 252 |
|
|
2022
Q2 | $357K | Hold |
1,814
| – | – | 0.06% | 256 |
|
|
2022
Q1 | $388K | Sell |
1,814
-4
| -0.2% | -$856 | 0.06% | 246 |
|
|
2021
Q4 | $351K | Hold |
1,818
| – | – | 0.05% | 278 |
|
|
2021
Q3 | $315K | Hold |
1,818
| – | – | 0.05% | 271 |
|
|
2021
Q2 | $289K | Sell |
1,818
-518
| -22% | -$82.3K | 0.05% | 304 |
|
|
2021
Q1 | $369K | Buy |
+2,336
| New | +$369K | 0.07% | 231 |
|
|
2020
Q2 | – | Sell |
-1,113
| Closed | -$124K | – | 674 |
|
|
2020
Q1 | $124K | Sell |
1,113
-758
| -41% | -$84.7K | 0.04% | 341 |
|
|
2019
Q4 | $291K | Sell |
1,871
-1,049
| -36% | -$163K | 0.07% | 267 |
|
|
2019
Q3 | $471K | Buy |
2,920
+2,181
| +295% | +$352K | 0.14% | 191 |
|
|
2019
Q2 | $109K | Hold |
739
| – | – | 0.04% | 390 |
|
|
2019
Q1 | $104K | Hold |
739
| – | – | 0.04% | 354 |
|
|
2018
Q4 | $95.5K | Hold |
739
| – | – | 0.04% | 346 |
|
|
2018
Q3 | $98.6K | Hold |
739
| – | – | 0.03% | 358 |
|
|
2018
Q2 | $98.6K | Hold |
739
| – | – | 0.04% | 337 |
|
|
2018
Q1 | $101K | Buy |
+739
| New | +$101K | 0.03% | 345 |
|