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