Criterion Capital Advisors’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$2.21M Hold
8,683
1.39% 19
2024
Q3
$2.21M Hold
8,683
1.39% 19
2024
Q2
$2.21M Buy
8,683
+405
+5% +$103K 1.39% 19
2024
Q1
$2.15M Sell
8,278
-624
-7% -$162K 1.43% 18
2023
Q4
$2.01M Buy
+8,902
New +$2.01M 1.46% 18