Bell Investment Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $73.9K | Buy |
255
+26
| +11% | +$7.53K | 0.01% | 191 |
|
2025
Q1 | $69.2K | Buy |
229
+7
| +3% | +$2.11K | 0.01% | 182 |
|
2024
Q4 | $61.3K | Sell |
222
-2
| -0.9% | -$553 | 0.01% | 197 |
|
2024
Q3 | $64.6K | Hold |
224
| – | – | 0.01% | 185 |
|
2024
Q2 | $57.1K | Buy |
224
+9
| +4% | +$2.3K | 0.01% | 198 |
|
2024
Q1 | $55.7K | Sell |
215
-12
| -5% | -$3.11K | 0.01% | 195 |
|
2023
Q4 | $51.3K | Buy |
227
+19
| +9% | +$4.29K | 0.01% | 190 |
|
2023
Q3 | $43.3K | Buy |
208
+59
| +40% | +$12.3K | 0.01% | 191 |
|
2023
Q2 | $28.7K | Sell |
149
-17
| -10% | -$3.27K | 0.01% | 240 |
|
2023
Q1 | $32.2K | Sell |
166
-55
| -25% | -$10.7K | 0.01% | 220 |
|
2022
Q4 | $48.8K | Buy |
221
+34
| +18% | +$7.5K | 0.01% | 166 |
|
2022
Q3 | $34K | Buy |
187
+34
| +22% | +$6.18K | 0.01% | 179 |
|
2022
Q2 | $30K | Buy |
+153
| New | +$30K | 0.01% | 195 |
|
2021
Q4 | $21K | Sell |
110
-15
| -12% | -$2.86K | 0.01% | 298 |
|
2021
Q3 | $22K | Buy |
+125
| New | +$22K | 0.01% | 261 |
|