BRWA
B. Riley Wealth Advisors’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
+7,682
| New | +$2.23M | 0.1% | 185 |
|
|
2024
Q4 | $2.52M | Buy |
9,104
+49
| +0.5% | +$13.6K | 0.08% | 239 |
|
|
2024
Q3 | $2.62M | Sell |
9,055
-747
| -8% | -$216K | 0.07% | 265 |
|
|
2024
Q2 | $2.51M | Sell |
9,802
-1,071
| -10% | -$274K | 0.06% | 294 |
|
|
2024
Q1 | $2.27M | Buy |
10,873
+297
| +3% | +$62.1K | 0.06% | 311 |
|
|
2023
Q4 | $2.4M | Sell |
10,576
-297
| -3% | -$67.4K | 0.06% | 313 |
|
|
2023
Q3 | $2.27M | Sell |
10,873
-595
| -5% | -$124K | 0.06% | 311 |
|
|
2023
Q2 | $2.22M | Sell |
11,468
-1,190
| -9% | -$230K | 0.05% | 347 |
|
|
2023
Q1 | $2.47M | Buy |
12,658
+1,189
| +10% | +$232K | 0.07% | 298 |
|
|
2022
Q4 | $2.54M | Buy |
11,469
+1,783
| +18% | +$395K | 0.07% | 288 |
|
|
2022
Q3 | $1.76M | Buy |
9,686
+2,749
| +40% | +$500K | 0.05% | 334 |
|
|
2022
Q2 | $1.36M | Buy |
6,937
+145
| +2% | +$28.5K | 0.06% | 328 |
|
|
2022
Q1 | $1.45M | Sell |
6,792
-1,620
| -19% | -$347K | 0.05% | 374 |
|
|
2021
Q4 | $1.63M | Sell |
8,412
-58
| -0.7% | -$11.2K | 0.05% | 396 |
|
|
2021
Q3 | $1.47M | Sell |
8,470
-255
| -3% | -$44.2K | 0.05% | 412 |
|
|
2021
Q2 | $1.39M | Buy |
8,725
+1,846
| +27% | +$293K | 0.05% | 421 |
|
|
2021
Q1 | $1.09M | Buy |
6,879
+278
| +4% | +$43.9K | 0.04% | 453 |
|
|
2020
Q4 | $1.02M | Sell |
6,601
-3,969
| -38% | -$611K | 0.05% | 322 |
|
|
2020
Q3 | $1.27M | Buy |
10,570
+734
| +7% | +$88.1K | 0.07% | 275 |
|
|
2020
Q2 | $1.25M | Buy |
9,836
+1,019
| +12% | +$129K | 0.08% | 241 |
|
|
2020
Q1 | $986K | Sell |
8,817
-1,174
| -12% | -$131K | 0.08% | 239 |
|
|
2019
Q4 | $1.56M | Sell |
9,991
-262
| -3% | -$40.8K | 0.13% | 174 |
|
|
2019
Q3 | $1.66M | Buy |
10,253
+1,180
| +13% | +$191K | 0.16% | 141 |
|
|
2019
Q2 | $1.34M | Buy |
9,073
+610
| +7% | +$89.9K | 0.15% | 149 |
|
|
2019
Q1 | $1.19M | Buy |
8,463
+316
| +4% | +$44.3K | 0.15% | 160 |
|
|
2018
Q4 | $1.05M | Buy |
8,147
+382
| +5% | +$49.4K | 0.15% | 146 |
|
|
2018
Q3 | $1.04M | Buy |
7,765
+242
| +3% | +$32.4K | 0.12% | 185 |
|
|
2018
Q2 | $956K | Buy |
7,523
+70
| +0.9% | +$8.9K | 0.13% | 188 |
|
|
2018
Q1 | $1.02M | Sell |
7,453
-5,688
| -43% | -$778K | 0.14% | 166 |
|
|
2017
Q4 | $1.92M | Buy |
+13,141
| New | +$1.92M | 0.26% | 107 |
|
|
2017
Q3 | – | Sell |
-12,198
| Closed | -$1.78M | – | 545 |
|
|
2017
Q2 | $1.78M | Buy |
12,198
+469
| +4% | +$68.2K | 0.32% | 87 |
|
|
2017
Q1 | $1.6M | Buy |
11,729
+142
| +1% | +$19.4K | 0.32% | 82 |
|
|
2016
Q4 | $1.53M | Sell |
11,587
-1,008
| -8% | -$133K | 0.31% | 87 |
|
|
2016
Q3 | $1.2M | Sell |
12,595
-961
| -7% | -$91.8K | 0.24% | 110 |
|
|
2016
Q2 | $1.38M | Buy |
+13,556
| New | +$1.38M | 0.28% | 91 |
|
|
2015
Q4 | – | Sell |
-5,999
| Closed | -$622K | – | 573 |
|
|
2015
Q3 | $622K | Sell |
5,999
-189
| -3% | -$19.6K | 0.15% | 189 |
|
|
2015
Q2 | $631K | Buy |
6,188
+415
| +7% | +$42.3K | 0.16% | 174 |
|
|
2015
Q1 | $644K | Sell |
5,773
-332
| -5% | -$37K | 0.16% | 167 |
|
|
2014
Q4 | $6.58K | Buy |
+6,105
| New | +$6.58K | 0.14% | 169 |
|
|
2014
Q3 | – | Sell |
-6,259
| Closed | -$649K | – | 827 |
|
|
2014
Q2 | $649K | Buy |
+6,259
| New | +$649K | 0.15% | 149 |
|