Continuum Advisory’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $256K | Buy |
885
+724
| +450% | +$210K | 0.03% | 368 |
|
2025
Q1 | $48.6K | Buy |
161
+60
| +59% | +$18.1K | 0.01% | 686 |
|
2024
Q4 | $27.9K | Buy |
101
+4
| +4% | +$1.11K | ﹤0.01% | 777 |
|
2024
Q3 | $27.8K | Buy |
97
+35
| +56% | +$10K | ﹤0.01% | 774 |
|
2024
Q2 | $15.8K | Hold |
62
| – | – | ﹤0.01% | 836 |
|
2024
Q1 | $15.8K | Sell |
62
-1,067
| -95% | -$271K | ﹤0.01% | 826 |
|
2023
Q4 | $254K | Sell |
1,129
-912
| -45% | -$205K | 0.04% | 400 |
|
2023
Q3 | $425K | Buy |
2,041
+396
| +24% | +$82.4K | 0.07% | 302 |
|
2023
Q2 | $317K | Buy |
1,645
+44
| +3% | +$8.47K | 0.05% | 359 |
|
2023
Q1 | $311K | Sell |
1,601
-124
| -7% | -$24.1K | 0.05% | 346 |
|
2022
Q4 | $381K | Sell |
1,725
-1,392
| -45% | -$307K | 0.07% | 308 |
|
2022
Q3 | $567K | Buy |
3,117
+1,410
| +83% | +$256K | 0.1% | 217 |
|
2022
Q2 | $336K | Buy |
1,707
+67
| +4% | +$13.2K | 0.06% | 313 |
|
2022
Q1 | $339K | Buy |
+1,640
| New | +$339K | 0.06% | 296 |
|