Douglas Lane & Associates’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.67M | Sell |
19,556
-706
| -3% | -$205K | 0.08% | 126 |
|
|
2025
Q1 | $6.12M | Sell |
20,262
-273
| -1% | -$82.4K | 0.09% | 124 |
|
|
2024
Q4 | $5.67M | Sell |
20,535
-1,431
| -7% | -$395K | 0.08% | 126 |
|
|
2024
Q3 | $6.33M | Sell |
21,966
-2,667
| -11% | -$769K | 0.09% | 128 |
|
|
2024
Q2 | $6.28M | Sell |
24,633
-2,513
| -9% | -$641K | 0.09% | 127 |
|
|
2024
Q1 | $7.03M | Sell |
27,146
-4,108
| -13% | -$1.06M | 0.1% | 124 |
|
|
2023
Q4 | $7.06M | Sell |
31,254
-6,022
| -16% | -$1.36M | 0.11% | 121 |
|
|
2023
Q3 | $7.76M | Sell |
37,276
-16,578
| -31% | -$3.45M | 0.13% | 116 |
|
|
2023
Q2 | $10.4M | Sell |
53,854
-15,498
| -22% | -$2.98M | 0.17% | 110 |
|
|
2023
Q1 | $13.5M | Sell |
69,352
-49,418
| -42% | -$9.6M | 0.22% | 104 |
|
|
2022
Q4 | $26.2M | Sell |
118,770
-95,212
| -44% | -$21M | 0.44% | 83 |
|
|
2022
Q3 | $38.9M | Sell |
213,982
-25,696
| -11% | -$4.67M | 0.72% | 57 |
|
|
2022
Q2 | $47.1M | Sell |
239,678
-22,452
| -9% | -$4.41M | 0.8% | 52 |
|
|
2022
Q1 | $56.1M | Buy |
262,130
+2,090
| +0.8% | +$447K | 0.79% | 53 |
|
|
2021
Q4 | $50.3M | Buy |
260,040
+1,297
| +0.5% | +$251K | 0.67% | 60 |
|
|
2021
Q3 | $44.9M | Buy |
258,743
+1,616
| +0.6% | +$280K | 0.64% | 65 |
|
|
2021
Q2 | $40.9M | Buy |
257,127
+2,466
| +1% | +$392K | 0.57% | 72 |
|
|
2021
Q1 | $40.2M | Buy |
254,661
+11,816
| +5% | +$1.87M | 0.62% | 68 |
|
|
2020
Q4 | $37.4M | Buy |
242,845
+58,488
| +32% | +$9M | 0.63% | 63 |
|
|
2020
Q3 | $21.4M | Buy |
184,357
+47,122
| +34% | +$5.47M | 0.42% | 75 |
|
|
2020
Q2 | $17.4M | Buy |
137,235
+24,389
| +22% | +$3.09M | 0.37% | 80 |
|
|
2020
Q1 | $12.6M | Buy |
112,846
+49,304
| +78% | +$5.51M | 0.33% | 88 |
|
|
2019
Q4 | $9.89M | Buy |
63,542
+19,298
| +44% | +$3M | 0.18% | 99 |
|
|
2019
Q3 | $7.14M | Buy |
44,244
+2,298
| +5% | +$371K | 0.14% | 107 |
|
|
2019
Q2 | $6.18M | Buy |
41,946
+1,990
| +5% | +$293K | 0.12% | 107 |
|
|
2019
Q1 | $5.6M | Buy |
39,956
+8,695
| +28% | +$1.22M | 0.12% | 108 |
|
|
2018
Q4 | $4.04M | Buy |
31,261
+2,756
| +10% | +$356K | 0.1% | 108 |
|
|
2018
Q3 | $3.81M | Buy |
28,505
+6,018
| +27% | +$804K | 0.07% | 112 |
|
|
2018
Q2 | $2.86M | Buy |
22,487
+17,667
| +367% | +$2.24M | 0.06% | 118 |
|
|
2018
Q1 | $659K | Sell |
4,820
-123
| -2% | -$16.8K | 0.01% | 157 |
|
|
2017
Q4 | $722K | Buy |
4,943
+500
| +11% | +$73K | 0.02% | 154 |
|
|
2017
Q3 | $633K | Buy |
4,443
+306
| +7% | +$43.6K | 0.01% | 163 |
|
|
2017
Q2 | $601K | Sell |
4,137
-12
| -0.3% | -$1.74K | 0.01% | 168 |
|
|
2017
Q1 | $565K | Hold |
4,149
| – | – | 0.01% | 168 |
|
|
2016
Q4 | $548K | Sell |
4,149
-421
| -9% | -$55.6K | 0.01% | 170 |
|
|
2016
Q3 | $574K | Sell |
4,570
-107
| -2% | -$13.4K | 0.02% | 166 |
|
|
2016
Q2 | $611K | Sell |
4,677
-474
| -9% | -$61.9K | 0.02% | 167 |
|
|
2016
Q1 | $614K | Buy |
+5,151
| New | +$614K | 0.02% | 165 |
|