Carson Advisory’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Buy |
1,388
+8
| +0.6% | +$2.32K | 0.26% | 91 |
|
|
2025
Q1 | $417K | Hold |
1,380
| – | – | 0.28% | 79 |
|
|
2024
Q4 | $381K | Sell |
1,380
-20
| -1% | -$5.53K | 0.27% | 89 |
|
|
2024
Q3 | $404K | Sell |
1,400
-88
| -6% | -$25.4K | 0.25% | 102 |
|
|
2024
Q2 | $380K | Sell |
1,488
-75
| -5% | -$19.1K | 0.27% | 97 |
|
|
2024
Q1 | $405K | Buy |
1,563
+2
| +0.1% | +$518 | 0.28% | 94 |
|
|
2023
Q4 | $353K | Buy |
1,561
+14
| +0.9% | +$3.16K | 0.27% | 99 |
|
|
2023
Q3 | $322K | Buy |
1,547
+294
| +23% | +$61.2K | 0.28% | 98 |
|
|
2023
Q2 | $241K | Hold |
1,253
| – | – | 0.2% | 126 |
|
|
2023
Q1 | $243K | Sell |
1,253
-299
| -19% | -$58.1K | 0.22% | 117 |
|
|
2022
Q4 | $342K | Buy |
1,552
+22
| +1% | +$4.85K | 0.33% | 79 |
|
|
2022
Q3 | $278K | Sell |
1,530
-23
| -1% | -$4.18K | 0.31% | 86 |
|
|
2022
Q2 | $305K | Buy |
1,553
+101
| +7% | +$19.8K | 0.34% | 84 |
|
|
2022
Q1 | $311K | Buy |
1,452
+37
| +3% | +$7.93K | 0.31% | 87 |
|
|
2021
Q4 | $274K | Buy |
+1,415
| New | +$274K | 0.28% | 92 |
|