Delta 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 | $2.28M | Sell |
7,881
-29
| -0.4% | -$8.4K | 0.8% | 41 |
|
|
2025
Q1 | $2.39M | Buy |
7,910
+27
| +0.3% | +$8.15K | 0.9% | 39 |
|
|
2024
Q4 | $2.18M | Buy |
7,883
+513
| +7% | +$142K | 0.81% | 41 |
|
|
2024
Q3 | $2.13M | Buy |
7,370
+1,004
| +16% | +$290K | 0.77% | 45 |
|
|
2024
Q2 | $1.62M | Sell |
6,366
-11
| -0.2% | -$2.81K | 0.63% | 52 |
|
|
2024
Q1 | $1.65M | Buy |
6,377
+559
| +10% | +$145K | 0.65% | 55 |
|
|
2023
Q4 | $1.31M | Sell |
5,818
-120
| -2% | -$27.1K | 0.57% | 59 |
|
|
2023
Q3 | $1.24M | Buy |
5,938
+172
| +3% | +$35.8K | 0.56% | 61 |
|
|
2023
Q2 | $1.11M | Sell |
5,766
-88
| -2% | -$16.9K | 0.49% | 62 |
|
|
2023
Q1 | $1.14M | Sell |
5,854
-120
| -2% | -$23.3K | 0.55% | 61 |
|
|
2022
Q4 | $1.32M | Hold |
5,974
| – | – | 0.64% | 56 |
|
|
2022
Q3 | $1.09M | Buy |
5,974
+109
| +2% | +$19.8K | 0.58% | 58 |
|
|
2022
Q2 | $1.15M | Sell |
5,865
-40
| -0.7% | -$7.86K | 0.58% | 61 |
|
|
2022
Q1 | $1.26M | Buy |
5,905
+420
| +8% | +$89.8K | 0.54% | 65 |
|
|
2021
Q4 | $1.06M | Buy |
5,485
+40
| +0.7% | +$7.73K | 0.43% | 70 |
|
|
2021
Q3 | $945K | Hold |
5,445
| – | – | 0.42% | 73 |
|
|
2021
Q2 | $865K | Hold |
5,445
| – | – | 0.38% | 78 |
|
|
2021
Q1 | $860K | Buy |
5,445
+52
| +1% | +$8.21K | 0.4% | 78 |
|
|
2020
Q4 | $830K | Sell |
5,393
-288
| -5% | -$44.3K | 0.42% | 78 |
|
|
2020
Q3 | $660K | Sell |
5,681
-198
| -3% | -$23K | 0.37% | 83 |
|
|
2020
Q2 | $744K | Sell |
5,879
-56
| -0.9% | -$7.09K | 0.44% | 73 |
|
|
2020
Q1 | $663K | Sell |
5,935
-5,915
| -50% | -$661K | 0.46% | 73 |
|
|
2019
Q4 | $1.85M | Sell |
11,850
-217
| -2% | -$33.8K | 0.72% | 58 |
|
|
2019
Q3 | $1.95M | Sell |
12,067
-275
| -2% | -$44.4K | 0.79% | 54 |
|
|
2019
Q2 | $1.82M | Buy |
+12,342
| New | +$1.82M | 0.75% | 55 |
|