Colonial Trust 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 | $39.1K | Sell |
135
-50
| -27% | -$14.5K | ﹤0.01% | 371 |
|
|
2025
Q1 | $55.9K | Hold |
185
| – | – | 0.01% | 322 |
|
|
2024
Q4 | $51.1K | Sell |
185
-106
| -36% | -$29.3K | ﹤0.01% | 306 |
|
|
2024
Q3 | $83.9K | Buy |
291
+50
| +21% | +$14.4K | 0.01% | 282 |
|
|
2024
Q2 | $61.5K | Buy |
241
+179
| +289% | +$45.7K | 0.01% | 299 |
|
|
2024
Q1 | $16.1K | Sell |
62
-54
| -47% | -$14K | ﹤0.01% | 516 |
|
|
2023
Q4 | $26.2K | Hold |
116
| – | – | ﹤0.01% | 388 |
|
|
2023
Q3 | $24.1K | Hold |
116
| – | – | ﹤0.01% | 405 |
|
|
2023
Q2 | $22.3K | Hold |
116
| – | – | ﹤0.01% | 420 |
|
|
2023
Q1 | $22.5K | Sell |
116
-23
| -17% | -$4.47K | ﹤0.01% | 415 |
|
|
2022
Q4 | $30.7K | Buy |
+139
| New | +$30.7K | ﹤0.01% | 386 |
|