Checchi Capital Advisers’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.08M | Sell |
3,735
-11
| -0.3% | -$3.19K | 0.06% | 200 |
|
2025
Q1 | $1.13M | Sell |
3,746
-1
| -0% | -$302 | 0.06% | 197 |
|
2024
Q4 | $1.04M | Buy |
3,747
+95
| +3% | +$26.3K | 0.06% | 189 |
|
2024
Q3 | $1.05M | Sell |
3,652
-79
| -2% | -$22.8K | 0.06% | 190 |
|
2024
Q2 | $952K | Buy |
3,731
+75
| +2% | +$19.1K | 0.05% | 193 |
|
2024
Q1 | $947K | Buy |
3,656
+38
| +1% | +$9.85K | 0.07% | 204 |
|
2023
Q4 | $818K | Hold |
3,618
| – | – | 0.07% | 211 |
|
2023
Q3 | $753K | Sell |
3,618
-105
| -3% | -$21.9K | 0.07% | 209 |
|
2023
Q2 | $717K | Buy |
3,723
+32
| +0.9% | +$6.16K | 0.06% | 224 |
|
2023
Q1 | $717K | Sell |
3,691
-11
| -0.3% | -$2.14K | 0.07% | 213 |
|
2022
Q4 | $817K | Sell |
3,702
-1,224
| -25% | -$270K | 0.08% | 182 |
|
2022
Q3 | $896K | Buy |
4,926
+6
| +0.1% | +$1.09K | 0.08% | 166 |
|
2022
Q2 | $928K | Buy |
4,920
+1,474
| +43% | +$278K | 0.08% | 169 |
|
2022
Q1 | $737K | Buy |
3,446
+102
| +3% | +$21.8K | 0.06% | 198 |
|
2021
Q4 | $646K | Buy |
3,344
+191
| +6% | +$36.9K | 0.06% | 202 |
|
2021
Q3 | $547K | Buy |
3,153
+96
| +3% | +$16.7K | 0.05% | 221 |
|
2021
Q2 | $486K | Sell |
3,057
-190
| -6% | -$30.2K | 0.05% | 248 |
|
2021
Q1 | $513K | Sell |
3,247
-176
| -5% | -$27.8K | 0.05% | 234 |
|
2020
Q4 | $527K | Buy |
3,423
+86
| +3% | +$13.2K | 0.05% | 220 |
|
2020
Q3 | $387K | Sell |
3,337
-543
| -14% | -$63K | 0.04% | 241 |
|
2020
Q2 | $491K | Buy |
3,880
+429
| +12% | +$54.3K | 0.06% | 199 |
|
2020
Q1 | $385K | Sell |
3,451
-225
| -6% | -$25.1K | 0.04% | 199 |
|
2019
Q4 | $572K | Sell |
3,676
-98
| -3% | -$15.2K | 0.08% | 177 |
|
2019
Q3 | $609K | Sell |
3,774
-92
| -2% | -$14.8K | 0.08% | 156 |
|
2019
Q2 | $569K | Buy |
3,866
+17
| +0.4% | +$2.5K | 0.07% | 165 |
|
2019
Q1 | $539K | Sell |
3,849
-52
| -1% | -$7.28K | 0.06% | 165 |
|
2018
Q4 | $504K | Sell |
3,901
-102
| -3% | -$13.2K | 0.07% | 159 |
|
2018
Q3 | $535K | Buy |
4,003
+78
| +2% | +$10.4K | 0.06% | 191 |
|
2018
Q2 | $499K | Buy |
3,925
+80
| +2% | +$10.2K | 0.06% | 190 |
|
2018
Q1 | $526K | Buy |
3,845
+132
| +4% | +$18.1K | 0.07% | 177 |
|
2017
Q4 | $543K | Buy |
3,713
+82
| +2% | +$12K | 0.07% | 173 |
|
2017
Q3 | $518K | Buy |
3,631
+122
| +3% | +$17.4K | 0.05% | 166 |
|
2017
Q2 | $510K | Sell |
3,509
-376
| -10% | -$54.6K | 0.06% | 167 |
|
2017
Q1 | $529K | Sell |
3,885
-237
| -6% | -$32.3K | 0.06% | 159 |
|
2016
Q4 | $545K | Buy |
4,122
+426
| +12% | +$56.3K | 0.07% | 151 |
|
2016
Q3 | $464K | Buy |
3,696
+710
| +24% | +$89.1K | 0.05% | 163 |
|
2016
Q2 | $390K | Buy |
2,986
+251
| +9% | +$32.8K | 0.04% | 187 |
|
2016
Q1 | $326K | Buy |
+2,735
| New | +$326K | 0.07% | 219 |
|