Avestar Capital’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.06M | Buy |
3,647
+571
| +19% | +$166K | 0.07% | 178 |
|
2025
Q1 | $931K | Buy |
3,076
+53
| +2% | +$16K | 0.08% | 166 |
|
2024
Q4 | $838K | Buy |
3,023
+211
| +8% | +$58.5K | 0.07% | 181 |
|
2024
Q3 | $811K | Buy |
2,812
+140
| +5% | +$40.4K | 0.08% | 172 |
|
2024
Q2 | $682K | Buy |
2,672
+835
| +45% | +$213K | 0.07% | 181 |
|
2024
Q1 | $478K | Buy |
1,837
+488
| +36% | +$127K | 0.05% | 217 |
|
2023
Q4 | $306K | Buy |
1,349
+259
| +24% | +$58.7K | 0.03% | 267 |
|
2023
Q3 | $228K | Buy |
+1,090
| New | +$228K | 0.03% | 283 |
|
2023
Q1 | – | Sell |
-909
| Closed | -$201K | – | 290 |
|
2022
Q4 | $201K | Buy |
+909
| New | +$201K | 0.04% | 257 |
|
2019
Q3 | – | Sell |
-175
| Closed | -$22K | – | 274 |
|
2019
Q2 | $22K | Buy |
175
+3
| +2% | +$377 | 0.01% | 379 |
|
2019
Q1 | $22K | Buy |
172
+25
| +17% | +$3.2K | 0.01% | 365 |
|
2018
Q4 | $16K | Buy |
147
+10
| +7% | +$1.09K | 0.01% | 362 |
|
2018
Q3 | $15K | Sell |
137
-23
| -14% | -$2.52K | 0.01% | 405 |
|
2018
Q2 | $18K | Sell |
160
-3
| -2% | -$338 | 0.01% | 371 |
|
2018
Q1 | $21K | Buy |
163
+3
| +2% | +$387 | 0.01% | 329 |
|
2017
Q4 | $21K | Buy |
+160
| New | +$21K | 0.02% | 330 |
|