Benedict Financial 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 | – | Sell |
-23,028
| Closed | -$6.95M | – | 126 |
|
|
2025
Q1 | $6.95M | Buy |
23,028
+254
| +1% | +$76.7K | 1.61% | 16 |
|
|
2024
Q4 | $6.29M | Sell |
22,774
-68
| -0.3% | -$18.8K | 1.53% | 18 |
|
|
2024
Q3 | $6.59M | Sell |
22,842
-73
| -0.3% | -$21.1K | 1.56% | 17 |
|
|
2024
Q2 | $5.85M | Sell |
22,915
-220
| -1% | -$56.1K | 1.48% | 17 |
|
|
2024
Q1 | $5.99M | Sell |
23,135
-44
| -0.2% | -$11.4K | 1.52% | 17 |
|
|
2023
Q4 | $5.24M | Buy |
23,179
+120
| +0.5% | +$27.1K | 1.43% | 19 |
|
|
2023
Q3 | $4.8M | Buy |
23,059
+274
| +1% | +$57K | 1.39% | 22 |
|
|
2023
Q2 | $4.39M | Buy |
22,785
+314
| +1% | +$60.5K | 1.21% | 26 |
|
|
2023
Q1 | $4.36M | Buy |
22,471
+111
| +0.5% | +$21.6K | 1.23% | 29 |
|
|
2022
Q4 | $4.93M | Sell |
22,360
-99
| -0.4% | -$21.8K | 1.46% | 24 |
|
|
2022
Q3 | $4.09M | Buy |
22,459
+215
| +1% | +$39.1K | 1.31% | 27 |
|
|
2022
Q2 | $4.37M | Buy |
22,244
+134
| +0.6% | +$26.3K | 1.29% | 28 |
|
|
2022
Q1 | $4.73M | Buy |
22,110
+28
| +0.1% | +$5.99K | 1.26% | 26 |
|
|
2021
Q4 | $4.27M | Buy |
22,082
+64
| +0.3% | +$12.4K | 1.11% | 29 |
|
|
2021
Q3 | $3.82M | Buy |
+22,018
| New | +$3.82M | 1.07% | 32 |
|