Atria Wealth Solutions’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
6,630
-7,530
| -53% | -$2.18M | 0.04% | 429 |
|
|
2025
Q1 | $4.29M | Sell |
14,160
-1,983
| -12% | -$601K | 0.05% | 387 |
|
|
2024
Q4 | $4.47M | Buy |
16,143
+2,655
| +20% | +$735K | 0.05% | 382 |
|
|
2024
Q3 | $3.9M | Sell |
13,488
-24
| -0.2% | -$6.94K | 0.04% | 406 |
|
|
2024
Q2 | $3.46M | Sell |
13,512
-289
| -2% | -$73.9K | 0.04% | 439 |
|
|
2024
Q1 | $3.59M | Buy |
13,801
+912
| +7% | +$237K | 0.04% | 432 |
|
|
2023
Q4 | $2.92M | Buy |
12,889
+160
| +1% | +$36.3K | 0.04% | 468 |
|
|
2023
Q3 | $2.66M | Sell |
12,729
-131
| -1% | -$27.4K | 0.04% | 469 |
|
|
2023
Q2 | $2.49M | Sell |
12,860
-891
| -6% | -$172K | 0.03% | 499 |
|
|
2023
Q1 | $2.68M | Buy |
13,751
+1,534
| +13% | +$299K | 0.04% | 444 |
|
|
2022
Q4 | $2.7M | Sell |
12,217
-40
| -0.3% | -$8.86K | 0.04% | 416 |
|
|
2022
Q3 | $2.23M | Sell |
12,257
-5,172
| -30% | -$942K | 0.04% | 436 |
|
|
2022
Q2 | $3.44M | Buy |
17,429
+2,359
| +16% | +$465K | 0.06% | 297 |
|
|
2022
Q1 | $3.23M | Buy |
+15,070
| New | +$3.23M | 0.05% | 350 |
|