Belpointe Asset Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Sell |
1,885
-63
| -3% | -$18.3K | 0.02% | 547 |
|
|
2025
Q1 | $589K | Sell |
1,948
-114
| -6% | -$34.4K | 0.03% | 520 |
|
|
2024
Q4 | $586K | Buy |
2,062
+143
| +7% | +$40.6K | 0.04% | 475 |
|
|
2024
Q3 | $553K | Sell |
1,919
-160
| -8% | -$46.1K | 0.03% | 479 |
|
|
2024
Q2 | $530K | Buy |
2,079
+50
| +2% | +$12.8K | 0.04% | 444 |
|
|
2024
Q1 | $526K | Buy |
2,029
+4
| +0.2% | +$1.04K | 0.04% | 426 |
|
|
2023
Q4 | $458K | Buy |
2,025
+27
| +1% | +$6.1K | 0.04% | 396 |
|
|
2023
Q3 | $416K | Buy |
1,998
+287
| +17% | +$59.8K | 0.04% | 380 |
|
|
2023
Q2 | $330K | Sell |
1,711
-1,092
| -39% | -$210K | 0.03% | 416 |
|
|
2023
Q1 | $544K | Sell |
2,803
-945
| -25% | -$184K | 0.03% | 529 |
|
|
2022
Q4 | $827K | Buy |
3,748
+1,841
| +97% | +$406K | 0.05% | 373 |
|
|
2022
Q3 | $347K | Buy |
1,907
+231
| +14% | +$42K | 0.02% | 642 |
|
|
2022
Q2 | $330K | Buy |
1,676
+96
| +6% | +$18.9K | 0.02% | 639 |
|
|
2022
Q1 | $338K | Buy |
1,580
+753
| +91% | +$161K | 0.02% | 678 |
|
|
2021
Q4 | $160K | Buy |
827
+46
| +6% | +$8.9K | 0.01% | 984 |
|
|
2021
Q3 | $136K | Buy |
781
+19
| +2% | +$3.31K | 0.01% | 1023 |
|
|
2021
Q2 | $121K | Buy |
+762
| New | +$121K | 0.01% | 1044 |
|
|
2021
Q1 | – | Sell |
-657
| Closed | -$101K | – | 1011 |
|
|
2020
Q4 | $101K | Buy |
+657
| New | +$101K | 0.01% | 947 |
|
|
2020
Q2 | – | Sell |
-964
| Closed | -$108K | – | 738 |
|
|
2020
Q1 | $108K | Sell |
964
-71
| -7% | -$7.95K | 0.02% | 592 |
|
|
2019
Q4 | $161K | Sell |
1,035
-112
| -10% | -$17.4K | 0.02% | 610 |
|
|
2019
Q3 | $185K | Sell |
1,147
-23
| -2% | -$3.71K | 0.03% | 485 |
|
|
2019
Q2 | $172K | Sell |
1,170
-78
| -6% | -$11.5K | 0.03% | 452 |
|
|
2019
Q1 | $175K | Buy |
1,248
+155
| +14% | +$21.7K | 0.03% | 327 |
|
|
2018
Q4 | $141K | Buy |
1,093
+346
| +46% | +$44.6K | 0.04% | 409 |
|
|
2018
Q3 | $100K | Buy |
+747
| New | +$100K | 0.02% | 643 |
|