Crewe 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 | $26.1K | Sell |
90
-25
| -22% | -$7.24K | ﹤0.01% | 341 |
|
|
2025
Q1 | $34.7K | Buy |
115
+5
| +5% | +$1.51K | ﹤0.01% | 302 |
|
|
2024
Q4 | $30.4K | Sell |
110
-146
| -57% | -$40.3K | ﹤0.01% | 319 |
|
|
2024
Q3 | $73.8K | Buy |
256
+5
| +2% | +$1.44K | 0.01% | 258 |
|
|
2024
Q2 | $64K | Sell |
251
-13
| -5% | -$3.32K | 0.01% | 335 |
|
|
2024
Q1 | $68.4K | Buy |
+264
| New | +$68.4K | 0.01% | 328 |
|
|
2023
Q3 | – | Sell |
-25
| Closed | -$4.81K | – | 638 |
|
|
2023
Q2 | $4.81K | Sell |
25
-325
| -93% | -$62.6K | ﹤0.01% | 468 |
|
|
2023
Q1 | $68K | Buy |
350
+25
| +8% | +$4.86K | 0.01% | 274 |
|
|
2022
Q4 | $71.7K | Buy |
325
+135
| +71% | +$29.8K | 0.01% | 266 |
|
|
2022
Q3 | $35K | Buy |
190
+27
| +17% | +$4.97K | 0.01% | 358 |
|
|
2022
Q2 | $32K | Buy |
+163
| New | +$32K | 0.01% | 345 |
|
|
2021
Q3 | – | Sell |
-26
| Closed | -$4K | – | 407 |
|
|
2021
Q2 | $4K | Sell |
26
-27
| -51% | -$4.15K | ﹤0.01% | 341 |
|
|
2021
Q1 | $8K | Hold |
53
| – | – | ﹤0.01% | 313 |
|
|
2020
Q4 | $8K | Sell |
53
-46
| -46% | -$6.94K | ﹤0.01% | 287 |
|
|
2020
Q3 | $11K | Buy |
+99
| New | +$11K | 0.01% | 233 |
|
|
2020
Q1 | – | Sell |
-73
| Closed | -$11K | – | 190 |
|
|
2019
Q4 | $11K | Buy |
+73
| New | +$11K | ﹤0.01% | 178 |
|
|
2019
Q3 | – | Sell |
-13
| Closed | -$2K | – | 227 |
|
|
2019
Q2 | $2K | Sell |
13
-200
| -94% | -$30.8K | ﹤0.01% | 261 |
|
|
2019
Q1 | $30K | Buy |
213
+13
| +7% | +$1.83K | 0.01% | 141 |
|
|
2018
Q4 | $26K | Hold |
200
| – | – | 0.01% | 148 |
|
|
2018
Q3 | $27K | Sell |
200
-280
| -58% | -$37.8K | 0.02% | 159 |
|
|
2018
Q2 | $63K | Buy |
480
+280
| +140% | +$36.8K | 0.06% | 102 |
|
|
2018
Q1 | $27K | Hold |
200
| – | – | 0.03% | 162 |
|
|
2017
Q4 | $29K | Buy |
+200
| New | +$29K | 0.03% | 162 |
|