Creative Planning’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $44.9M | Buy |
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|
2025
Q2 | $43.4M | Buy |
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|
2025
Q1 | $43.4M | Buy |
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|
2024
Q4 | $35.1M | Sell |
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|
2024
Q3 | $38.1M | Sell |
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|
2024
Q2 | $36M | Buy |
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|
2024
Q1 | $33.5M | Buy |
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|
2023
Q4 | $28.8M | Sell |
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|
2023
Q3 | $38.5M | Buy |
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|
2023
Q2 | $19M | Buy |
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|
2023
Q1 | $18.8M | Buy |
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|
2022
Q4 | $20M | Sell |
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|
2022
Q3 | $17.4M | Sell |
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|
2022
Q2 | $19M | Sell |
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|
2022
Q1 | $21.3M | Buy |
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|
2021
Q4 | $3.88M | Sell |
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|
2021
Q3 | $4.72M | Sell |
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|
2021
Q2 | $4.43M | Buy |
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|
2021
Q1 | $3.64M | Buy |
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|
2020
Q4 | $3.3M | Buy |
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|
2020
Q3 | $2.01M | Buy |
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|
2020
Q2 | $1.85M | Sell |
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|
2020
Q1 | $1.77M | Sell |
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|
2019
Q4 | $3.71M | Sell |
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|
2019
Q3 | $4.39M | Sell |
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|
2019
Q2 | $4.09M | Buy |
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|
2019
Q1 | $3.35M | Buy |
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|
2018
Q4 | $3.01M | Sell |
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|
2018
Q3 | $3.36M | Buy |
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|
2018
Q2 | $3.08M | Buy |
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|
2018
Q1 | $2.35M | Sell |
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|
2017
Q4 | $2.63M | Buy |
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|
2017
Q3 | $2.39M | Buy |
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|
2017
Q2 | $2.29M | Buy |
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|
2017
Q1 | $2.05M | Buy |
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|
2016
Q4 | $1.86M | Buy |
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|
2016
Q3 | $1.75M | Buy |
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|
2016
Q2 | $983K | Buy |
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|
2016
Q1 | $850K | Buy |
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|
2015
Q4 | $324K | Buy |
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|
2015
Q3 | $261K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $181K | Buy |
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|
2014
Q4 | $166K | Buy |
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|
2014
Q3 | $149K | Buy |
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|
2014
Q2 | $141K | Buy |
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|
2014
Q1 | $112K | Sell |
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|
2013
Q4 | $123K | Buy |
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|
2013
Q3 | $96K | Sell |
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|
2013
Q2 | $102K | Buy |
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