Avidian Wealth Enterprises’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Buy |
1,733
+85
| +5% | +$24.6K | 0.02% | 332 |
|
|
2025
Q1 | $498K | Buy |
1,648
+106
| +7% | +$32K | 0.02% | 309 |
|
|
2024
Q4 | $426K | Buy |
1,542
+23
| +2% | +$6.35K | 0.02% | 327 |
|
|
2024
Q3 | $438K | Sell |
1,519
-9
| -0.6% | -$2.6K | 0.02% | 318 |
|
|
2024
Q2 | $390K | Buy |
1,528
+352
| +30% | +$89.8K | 0.02% | 325 |
|
|
2024
Q1 | $305K | Buy |
1,176
+268
| +30% | +$69.4K | 0.01% | 354 |
|
|
2023
Q4 | $205K | Buy |
+908
| New | +$205K | 0.01% | 399 |
|
|
2023
Q2 | – | Sell |
-1,299
| Closed | -$252K | – | 418 |
|
|
2023
Q1 | $252K | Buy |
1,299
+3
| +0.2% | +$583 | 0.01% | 416 |
|
|
2022
Q4 | $286K | Buy |
1,296
+5
| +0.4% | +$1.1K | 0.02% | 365 |
|
|
2022
Q3 | $235K | Buy |
1,291
+4
| +0.3% | +$728 | 0.02% | 369 |
|
|
2022
Q2 | $253K | Sell |
1,287
-90
| -7% | -$17.7K | 0.02% | 382 |
|
|
2022
Q1 | $295K | Buy |
1,377
+262
| +23% | +$56.1K | 0.02% | 381 |
|
|
2021
Q4 | $215K | Buy |
+1,115
| New | +$215K | 0.01% | 473 |
|