Avion Wealth’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Buy |
367
+29
| +9% | +$8.38K | 0.02% | 140 |
|
|
2025
Q1 | $93K | Hold |
338
| – | – | 0.02% | 138 |
|
|
2024
Q4 | $93K | Buy |
338
+3
| +0.9% | +$825 | 0.02% | 138 |
|
|
2024
Q3 | $96K | Buy |
335
+278
| +488% | +$79.7K | 0.03% | 126 |
|
|
2024
Q2 | $14K | Buy |
57
+2
| +4% | +$491 | ﹤0.01% | 274 |
|
|
2024
Q1 | $15K | Buy |
55
+8
| +17% | +$2.18K | ﹤0.01% | 250 |
|
|
2023
Q4 | $11K | Buy |
47
+9
| +24% | +$2.11K | ﹤0.01% | 263 |
|
|
2023
Q3 | $7K | Buy |
38
+19
| +100% | +$3.5K | ﹤0.01% | 298 |
|
|
2023
Q2 | $3K | Buy |
19
+6
| +46% | +$947 | ﹤0.01% | 409 |
|
|
2023
Q1 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 370 |
|
|
2021
Q4 | – | Sell |
-117
| Closed | -$20K | – | 405 |
|
|
2021
Q3 | $20K | Hold |
117
| – | – | 0.01% | 180 |
|
|
2021
Q2 | $19K | Hold |
117
| – | – | 0.01% | 178 |
|
|
2021
Q1 | $18K | Hold |
117
| – | – | 0.01% | 174 |
|
|
2020
Q4 | $18K | Hold |
117
| – | – | 0.01% | 187 |
|
|
2020
Q3 | $14K | Hold |
117
| – | – | ﹤0.01% | 161 |
|
|
2020
Q2 | $15K | Hold |
117
| – | – | 0.01% | 146 |
|
|
2020
Q1 | $13K | Buy |
+117
| New | +$13K | 0.01% | 147 |
|