Clearstead Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.55M | Sell |
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|
2025
Q2 | $3.8M | Buy |
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|
2025
Q1 | $3.68M | Sell |
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|
2024
Q4 | $3.54M | Sell |
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|
2024
Q3 | $3.73M | Buy |
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|
2024
Q2 | $3.09M | Buy |
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|
2024
Q1 | $2.26M | Buy |
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|
2023
Q4 | $1.96M | Sell |
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|
2023
Q3 | $3.61M | Buy |
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|
2023
Q2 | $1.79M | Buy |
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|
2023
Q1 | $1.79M | Buy |
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|
2022
Q4 | $1.99M | Sell |
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|
2022
Q3 | $1.81M | Sell |
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|
2022
Q2 | $2.07M | Buy |
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|
2022
Q1 | $2.25M | Buy |
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|
2021
Q4 | $1.98M | Sell |
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|
2021
Q3 | $1.84M | Buy |
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|
2021
Q2 | $1.62M | Buy |
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|
2021
Q1 | $1.58M | Buy |
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|
2020
Q4 | $1.51M | Buy |
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|
2020
Q3 | $1.14M | Sell |
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|
2020
Q2 | $1.41M | Buy |
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|
2020
Q1 | $605K | Buy |
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|
2019
Q4 | $843K | Buy |
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|
2019
Q3 | $875K | Buy |
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|
2019
Q2 | $798K | Sell |
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|
2019
Q1 | $760K | Sell |
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|
2018
Q4 | $729K | Buy |
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|
2018
Q3 | $754K | Buy |
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|
2018
Q2 | $717K | Sell |
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|
2018
Q1 | $794K | Hold |
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|
2017
Q4 | $849K | Sell |
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|
2017
Q3 | $870K | Sell |
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|
2017
Q2 | $911K | Hold |
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|
2017
Q1 | $854K | Hold |
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|
2016
Q4 | $828K | Buy |
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