AAS
Avantax Advisory Services’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2M | Sell |
62,873
-4,264
| -6% | -$1.24M | 0.1% | 159 |
|
|
2025
Q1 | $20.3M | Buy |
67,137
+3,665
| +6% | +$1.11M | 0.12% | 130 |
|
|
2024
Q4 | $17.5M | Buy |
63,472
+5,709
| +10% | +$1.58M | 0.11% | 141 |
|
|
2024
Q3 | $16.7M | Buy |
57,763
+420
| +0.7% | +$121K | 0.11% | 150 |
|
|
2024
Q2 | $14.6M | Buy |
57,343
+14,768
| +35% | +$3.77M | 0.1% | 151 |
|
|
2024
Q1 | $11M | Sell |
42,575
-706
| -2% | -$183K | 0.1% | 160 |
|
|
2023
Q4 | $9.78M | Buy |
43,281
+651
| +2% | +$147K | 0.1% | 169 |
|
|
2023
Q3 | $8.87M | Sell |
42,630
-226
| -0.5% | -$47K | 0.1% | 161 |
|
|
2023
Q2 | $8.25M | Buy |
42,856
+4,493
| +12% | +$865K | 0.09% | 170 |
|
|
2023
Q1 | $7.45M | Buy |
38,363
+753
| +2% | +$146K | 0.09% | 173 |
|
|
2022
Q4 | $8.3M | Buy |
37,610
+2,030
| +6% | +$448K | 0.11% | 154 |
|
|
2022
Q3 | $6.47M | Buy |
35,580
+5,167
| +17% | +$940K | 0.1% | 162 |
|
|
2022
Q2 | $5.98M | Buy |
30,413
+4,717
| +18% | +$927K | 0.09% | 168 |
|
|
2022
Q1 | $5.5M | Buy |
25,696
+679
| +3% | +$145K | 0.08% | 188 |
|
|
2021
Q4 | $4.84M | Buy |
25,017
+4,027
| +19% | +$779K | 0.07% | 207 |
|
|
2021
Q3 | $3.64M | Buy |
20,990
+4,373
| +26% | +$759K | 0.06% | 229 |
|
|
2021
Q2 | $2.64M | Buy |
16,617
+4,344
| +35% | +$691K | 0.05% | 278 |
|
|
2021
Q1 | $1.94M | Buy |
12,273
+1,350
| +12% | +$214K | 0.04% | 290 |
|
|
2020
Q4 | $1.68M | Sell |
10,923
-6,982
| -39% | -$1.07M | 0.04% | 300 |
|
|
2020
Q3 | $2.08M | Buy |
17,905
+7,665
| +75% | +$890K | 0.03% | 360 |
|
|
2020
Q2 | $1.29M | Buy |
10,240
+1,451
| +17% | +$183K | 0.04% | 298 |
|
|
2020
Q1 | $980K | Sell |
8,789
-285
| -3% | -$31.8K | 0.03% | 308 |
|
|
2019
Q4 | $1.41M | Buy |
9,074
+402
| +5% | +$62.6K | 0.03% | 271 |
|
|
2019
Q3 | $1.4M | Sell |
8,672
-486
| -5% | -$78.6K | 0.06% | 167 |
|
|
2019
Q2 | $1.35M | Buy |
9,158
+1,062
| +13% | +$156K | 0.06% | 159 |
|
|
2019
Q1 | $1.13M | Buy |
8,096
+1,210
| +18% | +$169K | 0.06% | 158 |
|
|
2018
Q4 | $893K | Buy |
+6,886
| New | +$893K | 0.15% | 144 |
|