Bedel Financial Consulting’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
773
-25
| -3% | -$7.24K | 0.03% | 247 |
|
|
2025
Q1 | $231K | Buy |
798
+48
| +6% | +$13.9K | 0.03% | 239 |
|
|
2024
Q4 | $205K | Sell |
750
-1
| -0.1% | -$273 | 0.03% | 257 |
|
|
2024
Q3 | $217K | Buy |
+751
| New | +$217K | 0.03% | 244 |
|
|
2022
Q2 | – | Sell |
-616
| Closed | -$132K | – | 304 |
|
|
2022
Q1 | $132K | Sell |
616
-8
| -1% | -$1.71K | 0.04% | 235 |
|
|
2021
Q4 | $121K | Buy |
624
+8
| +1% | +$1.55K | 0.04% | 248 |
|
|
2021
Q3 | $107K | Hold |
616
| – | – | 0.04% | 260 |
|
|
2021
Q2 | $98K | Hold |
616
| – | – | 0.03% | 274 |
|
|
2021
Q1 | $97K | Hold |
616
| – | – | 0.04% | 265 |
|
|
2020
Q4 | $95K | Hold |
616
| – | – | 0.04% | 230 |
|
|
2020
Q3 | $72K | Hold |
616
| – | – | 0.04% | 250 |
|
|
2020
Q2 | $78K | Sell |
616
-17
| -3% | -$2.15K | 0.04% | 224 |
|
|
2020
Q1 | $71K | Hold |
633
| – | – | 0.05% | 225 |
|
|
2019
Q4 | $99K | Hold |
633
| – | – | 0.06% | 211 |
|
|
2019
Q3 | $102K | Hold |
633
| – | – | 0.06% | 200 |
|
|
2019
Q2 | $93K | Hold |
633
| – | – | 0.06% | 208 |
|
|
2019
Q1 | $89K | Hold |
633
| – | – | 0.06% | 201 |
|
|
2018
Q4 | $82K | Hold |
633
| – | – | 0.06% | 196 |
|
|
2018
Q3 | $79K | Sell |
633
-300
| -32% | -$37.4K | 0.05% | 215 |
|
|
2018
Q2 | $119K | Hold |
933
| – | – | 0.09% | 174 |
|
|
2018
Q1 | $128K | Buy |
+933
| New | +$128K | 0.1% | 171 |
|