Bragg 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 | $234K | Sell |
806
-18
| -2% | -$5.22K | 0.01% | 332 |
|
|
2025
Q1 | $249K | Sell |
824
-2
| -0.2% | -$604 | 0.01% | 314 |
|
|
2024
Q4 | $228K | Sell |
826
-100
| -11% | -$27.6K | 0.01% | 318 |
|
|
2024
Q3 | $267K | Sell |
926
-67
| -7% | -$19.3K | 0.01% | 297 |
|
|
2024
Q2 | $253K | Sell |
993
-10
| -1% | -$2.55K | 0.01% | 295 |
|
|
2024
Q1 | $260K | Buy |
+1,003
| New | +$260K | 0.01% | 298 |
|
|
2023
Q1 | – | Sell |
-972
| Closed | -$214K | – | 314 |
|
|
2022
Q4 | $214K | Buy |
+972
| New | +$214K | 0.01% | 307 |
|
|
2022
Q3 | – | Sell |
-1,218
| Closed | -$239K | – | 290 |
|
|
2022
Q2 | $239K | Sell |
1,218
-30
| -2% | -$5.89K | 0.02% | 285 |
|
|
2022
Q1 | $267K | Buy |
+1,248
| New | +$267K | 0.02% | 288 |
|
|
2021
Q2 | – | Sell |
-1,273
| Closed | -$201K | – | 300 |
|
|
2021
Q1 | $201K | Buy |
+1,273
| New | +$201K | 0.01% | 290 |
|
|
2020
Q3 | – | Sell |
-1,959
| Closed | -$248K | – | 270 |
|
|
2020
Q2 | $248K | Sell |
1,959
-780
| -28% | -$98.7K | 0.03% | 240 |
|
|
2020
Q1 | $306K | Sell |
2,739
-781
| -22% | -$87.3K | 0.04% | 213 |
|
|
2019
Q4 | $548K | Sell |
3,520
-233
| -6% | -$36.3K | 0.06% | 190 |
|
|
2019
Q3 | $606K | Sell |
3,753
-190
| -5% | -$30.7K | 0.07% | 186 |
|
|
2019
Q2 | $581K | Sell |
3,943
-165
| -4% | -$24.3K | 0.07% | 185 |
|
|
2019
Q1 | $575K | Sell |
4,108
-420
| -9% | -$58.8K | 0.07% | 180 |
|
|
2018
Q4 | $585K | Sell |
4,528
-178
| -4% | -$23K | 0.09% | 175 |
|
|
2018
Q3 | $629K | Sell |
4,706
-537
| -10% | -$71.8K | 0.08% | 180 |
|
|
2018
Q2 | $666K | Sell |
5,243
-1,600
| -23% | -$203K | 0.1% | 172 |
|
|
2018
Q1 | $936K | Sell |
6,843
-604
| -8% | -$82.6K | 0.14% | 161 |
|
|
2017
Q4 | $1.09M | Sell |
7,447
-1,529
| -17% | -$223K | 0.16% | 160 |
|
|
2017
Q3 | $1.28M | Sell |
8,976
-1,243
| -12% | -$177K | 0.2% | 147 |
|
|
2017
Q2 | $1.49M | Sell |
10,219
-2,503
| -20% | -$364K | 0.23% | 136 |
|
|
2017
Q1 | $1.73M | Sell |
12,722
-4,529
| -26% | -$617K | 0.28% | 122 |
|
|
2016
Q4 | $2.28M | Sell |
17,251
-1,829
| -10% | -$242K | 0.38% | 108 |
|
|
2016
Q3 | $2.4M | Sell |
19,080
-392
| -2% | -$49.2K | 0.43% | 95 |
|
|
2016
Q2 | $2.55M | Sell |
19,472
-1,221
| -6% | -$160K | 0.46% | 90 |
|
|
2016
Q1 | $2.47M | Buy |
+20,693
| New | +$2.47M | 0.47% | 86 |
|