Cobblestone Capital 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 | $517K | Hold |
1,783
| – | – | 0.03% | 192 |
|
|
2025
Q1 | $538K | Buy |
+1,783
| New | +$538K | 0.03% | 183 |
|
|
2016
Q4 | – | Sell |
-2,101
| Closed | -$264K | – | 182 |
|
|
2016
Q3 | $264K | Hold |
2,101
| – | – | 0.04% | 164 |
|
|
2016
Q2 | $275K | Sell |
2,101
-43
| -2% | -$5.63K | 0.04% | 156 |
|
|
2016
Q1 | $255K | Buy |
+2,144
| New | +$255K | 0.04% | 157 |
|