Crestwood Advisors Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $770K | Buy |
2,657
+262
| +11% | +$75.9K | 0.01% | 298 |
|
|
2025
Q1 | $723K | Sell |
2,395
-2,153
| -47% | -$650K | 0.01% | 299 |
|
|
2024
Q4 | $1.26M | Buy |
4,548
+2,643
| +139% | +$730K | 0.02% | 227 |
|
|
2024
Q3 | $549K | Buy |
1,905
+191
| +11% | +$55.1K | 0.01% | 283 |
|
|
2024
Q2 | $437K | Buy |
1,714
+115
| +7% | +$29.3K | 0.01% | 297 |
|
|
2024
Q1 | $414K | Buy |
1,599
+378
| +31% | +$98K | 0.01% | 306 |
|
|
2023
Q4 | $276K | Buy |
1,221
+59
| +5% | +$13.3K | 0.01% | 340 |
|
|
2023
Q3 | $242K | Buy |
+1,162
| New | +$242K | 0.01% | 322 |
|
|
2022
Q2 | – | Sell |
-1,077
| Closed | -$230K | – | 267 |
|
|
2022
Q1 | $230K | Sell |
1,077
-29
| -3% | -$6.19K | 0.01% | 257 |
|
|
2021
Q4 | $214K | Buy |
+1,106
| New | +$214K | 0.01% | 279 |
|
|
2019
Q4 | – | Sell |
-1,294
| Closed | -$209K | – | 258 |
|
|
2019
Q3 | $209K | Buy |
+1,294
| New | +$209K | 0.01% | 233 |
|
|
2017
Q2 | – | Sell |
-143
| Closed | -$20K | – | 197 |
|
|
2017
Q1 | $20K | Buy |
+143
| New | +$20K | ﹤0.01% | 372 |
|