Clearview Wealth 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 | $415K | Sell |
1,434
-6
| -0.4% | -$1.74K | 0.29% | 67 |
|
2025
Q1 | $435K | Sell |
1,440
-47
| -3% | -$14.2K | 0.33% | 64 |
|
2024
Q4 | $411K | Sell |
1,487
-15
| -1% | -$4.15K | 0.31% | 60 |
|
2024
Q3 | $433K | Sell |
1,502
-42
| -3% | -$12.1K | 0.33% | 58 |
|
2024
Q2 | $394K | Sell |
1,544
-72
| -4% | -$18.4K | 0.34% | 59 |
|
2024
Q1 | $419K | Sell |
1,616
-55
| -3% | -$14.3K | 0.43% | 56 |
|
2023
Q4 | $378K | Sell |
1,671
-142
| -8% | -$32.1K | 0.44% | 74 |
|
2023
Q3 | $377K | Buy |
1,813
+8
| +0.4% | +$1.67K | 0.47% | 73 |
|
2023
Q2 | $348K | Sell |
1,805
-23
| -1% | -$4.43K | 0.35% | 78 |
|
2023
Q1 | $355K | Sell |
1,828
-693
| -27% | -$135K | 0.36% | 82 |
|
2022
Q4 | $556K | Sell |
2,521
-3
| -0.1% | -$662 | 0.43% | 58 |
|
2022
Q3 | $459K | Buy |
2,524
+82
| +3% | +$14.9K | 0.36% | 51 |
|
2022
Q2 | $480K | Buy |
2,442
+90
| +4% | +$17.7K | 0.36% | 55 |
|
2022
Q1 | $503K | Buy |
2,352
+188
| +9% | +$40.2K | 0.33% | 51 |
|
2021
Q4 | $418K | Buy |
2,164
+116
| +6% | +$22.4K | 0.25% | 81 |
|
2021
Q3 | $355K | Buy |
2,048
+217
| +12% | +$37.6K | 0.22% | 83 |
|
2021
Q2 | $291K | Hold |
1,831
| – | – | 0.18% | 97 |
|
2021
Q1 | $289K | Sell |
1,831
-9
| -0.5% | -$1.42K | 0.19% | 96 |
|
2020
Q4 | $283K | Buy |
+1,840
| New | +$283K | 0.19% | 92 |
|