CWS Financial 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 | $420K | Buy |
1,449
+548
| +61% | +$159K | 0.12% | 94 |
|
|
2025
Q1 | $272K | Hold |
901
| – | – | 0.09% | 109 |
|
|
2024
Q4 | $249K | Buy |
+901
| New | +$249K | 0.08% | 107 |
|
|
2024
Q1 | – | Sell |
-3,715
| Closed | -$840K | – | 115 |
|
|
2023
Q4 | $840K | Sell |
3,715
-435
| -10% | -$98.3K | 0.32% | 47 |
|
|
2023
Q3 | $864K | Sell |
4,150
-111
| -3% | -$23.1K | 0.35% | 47 |
|
|
2023
Q2 | $820K | Sell |
4,261
-20
| -0.5% | -$3.85K | 0.31% | 51 |
|
|
2023
Q1 | $831K | Sell |
4,281
-468
| -10% | -$90.9K | 0.33% | 47 |
|
|
2022
Q4 | $750K | Buy |
4,749
+315
| +7% | +$49.7K | 0.32% | 55 |
|
|
2022
Q3 | $806K | Sell |
4,434
-8
| -0.2% | -$1.45K | 0.39% | 39 |
|
|
2022
Q2 | $873K | Sell |
4,442
-340
| -7% | -$66.8K | 0.4% | 38 |
|
|
2022
Q1 | $1.02M | Sell |
4,782
-10
| -0.2% | -$2.14K | 0.39% | 35 |
|
|
2021
Q4 | $926K | Buy |
+4,792
| New | +$926K | 0.33% | 53 |
|
|
2021
Q2 | $764K | Buy |
4,808
+59
| +1% | +$9.38K | 0.3% | 58 |
|
|
2021
Q1 | $750K | Buy |
4,749
+32
| +0.7% | +$5.05K | 0.32% | 55 |
|
|
2020
Q4 | $726K | Sell |
4,717
-738
| -14% | -$114K | 0.42% | 51 |
|
|
2020
Q3 | $633K | Hold |
5,455
| – | – | 0.42% | 51 |
|
|
2020
Q2 | $691K | Buy |
5,455
+1,039
| +24% | +$132K | 0.5% | 41 |
|
|
2020
Q1 | $687K | Hold |
4,416
| – | – | 0.51% | 30 |
|
|
2019
Q4 | $687K | Buy |
+4,416
| New | +$687K | 0.5% | 31 |
|