BFA
Brendel Financial Advisors’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Sell |
12,125
-821
| -6% | -$238K | 1.97% | 17 |
|
|
2025
Q1 | $3.91M | Buy |
12,946
+752
| +6% | +$227K | 2.38% | 9 |
|
|
2024
Q4 | $3.37M | Sell |
12,194
-393
| -3% | -$109K | 2.04% | 19 |
|
|
2024
Q3 | $3.63M | Sell |
12,587
-58
| -0.5% | -$16.7K | 2.06% | 17 |
|
|
2024
Q2 | $3.23M | Sell |
12,645
-2,584
| -17% | -$659K | 2.05% | 16 |
|
|
2024
Q1 | $3.95M | Buy |
15,229
+12
| +0.1% | +$3.11K | 4.52% | 3 |
|
|
2023
Q4 | $3.44M | Sell |
15,217
-375
| -2% | -$84.7K | 2.25% | 9 |
|
|
2023
Q3 | $3.25M | Buy |
+15,592
| New | +$3.25M | 4.82% | 3 |
|
|
2022
Q3 | – | Sell |
-16,977
| Closed | -$3.34M | – | 51 |
|
|
2022
Q2 | $3.34M | Sell |
16,977
-2,652
| -14% | -$521K | 2.91% | 8 |
|
|
2022
Q1 | $4.2M | Buy |
+19,629
| New | +$4.2M | 2.28% | 11 |
|
|
2021
Q3 | – | Sell |
-17,250
| Closed | -$2.74M | – | 96 |
|
|
2021
Q2 | $2.74M | Buy |
+17,250
| New | +$2.74M | 1.51% | 22 |
|