APP
Avantax Planning Partners’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
781
-2
| -0.3% | -$579 | 0.01% | 409 |
|
|
2025
Q1 | $236K | Buy |
783
+38
| +5% | +$11.5K | 0.01% | 381 |
|
|
2024
Q4 | $206K | Sell |
745
-37
| -5% | -$10.2K | 0.01% | 410 |
|
|
2024
Q3 | $226K | Sell |
782
-69
| -8% | -$19.9K | 0.01% | 399 |
|
|
2024
Q2 | $217K | Buy |
+851
| New | +$217K | 0.01% | 428 |
|
|
2023
Q3 | – | Sell |
-1,495
| Closed | -$288K | – | 366 |
|
|
2023
Q2 | $288K | Hold |
1,495
| – | – | 0.01% | 299 |
|
|
2023
Q1 | $290K | Hold |
1,495
| – | – | 0.01% | 301 |
|
|
2022
Q4 | $330K | Sell |
1,495
-80
| -5% | -$17.6K | 0.01% | 286 |
|
|
2022
Q3 | $286K | Buy |
1,575
+288
| +22% | +$52.3K | 0.01% | 287 |
|
|
2022
Q2 | $253K | Sell |
1,287
-163
| -11% | -$32K | 0.01% | 294 |
|
|
2022
Q1 | $310K | Sell |
1,450
-25
| -2% | -$5.35K | 0.01% | 274 |
|
|
2021
Q4 | $285K | Sell |
1,475
-540
| -27% | -$104K | 0.01% | 283 |
|
|
2021
Q3 | $350K | Buy |
2,015
+540
| +37% | +$93.8K | 0.02% | 235 |
|
|
2021
Q2 | $234K | Buy |
+1,475
| New | +$234K | 0.01% | 286 |
|
|
2018
Q4 | – | Sell |
-849
| Closed | -$113K | – | 416 |
|
|
2018
Q3 | $113K | Buy |
+849
| New | +$113K | 0.01% | 322 |
|
|
2018
Q2 | – | Sell |
-1,081
| Closed | -$148K | – | 421 |
|
|
2018
Q1 | $148K | Buy |
+1,081
| New | +$148K | 0.01% | 341 |
|