Diversify Advisory Services’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Buy |
1,482
+688
| +87% | +$186K | 0.02% | 608 |
|
|
2025
Q1 | $226K | Sell |
794
-38
| -5% | -$10.8K | 0.01% | 582 |
|
|
2024
Q4 | $214K | Sell |
832
-506
| -38% | -$130K | 0.01% | 575 |
|
|
2024
Q3 | $398K | Sell |
1,338
-388
| -22% | -$115K | 0.02% | 420 |
|
|
2024
Q2 | $437K | Sell |
1,726
-3
| -0.2% | -$760 | 0.02% | 408 |
|
|
2024
Q1 | $445K | Buy |
+1,729
| New | +$445K | 0.03% | 451 |
|