Dynamic Advisor Solutions’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Sell |
8,070
-21
| -0.3% | -$6.08K | 0.07% | 269 |
|
|
2025
Q1 | $2.44M | Sell |
8,091
-325
| -4% | -$98.1K | 0.08% | 242 |
|
|
2024
Q4 | $2.33M | Sell |
8,416
-835
| -9% | -$231K | 0.1% | 189 |
|
|
2024
Q3 | $2.67M | Sell |
9,251
-566
| -6% | -$163K | 0.08% | 254 |
|
|
2024
Q2 | $2.5M | Sell |
9,817
-817
| -8% | -$208K | 0.08% | 266 |
|
|
2024
Q1 | $2.76M | Buy |
10,634
+203
| +2% | +$52.6K | 0.09% | 257 |
|
|
2023
Q4 | $2.38M | Buy |
10,431
+378
| +4% | +$86.1K | 0.09% | 259 |
|
|
2023
Q3 | $2.09M | Buy |
10,053
+295
| +3% | +$61.4K | 0.1% | 230 |
|
|
2023
Q2 | $1.88M | Buy |
9,758
+543
| +6% | +$105K | 0.1% | 233 |
|
|
2023
Q1 | $1.79M | Buy |
9,215
+764
| +9% | +$148K | 0.1% | 232 |
|
|
2022
Q4 | $1.86M | Buy |
8,451
+512
| +6% | +$113K | 0.13% | 188 |
|
|
2022
Q3 | $1.44M | Buy |
7,939
+110
| +1% | +$20K | 0.11% | 196 |
|
|
2022
Q2 | $1.54M | Buy |
7,829
+3,090
| +65% | +$607K | 0.12% | 193 |
|
|
2022
Q1 | $1.01M | Sell |
4,739
-888
| -16% | -$190K | 0.07% | 262 |
|
|
2021
Q4 | $1.09M | Buy |
5,627
+444
| +9% | +$85.8K | 0.08% | 259 |
|
|
2021
Q3 | $899K | Buy |
5,183
+274
| +6% | +$47.5K | 0.07% | 315 |
|
|
2021
Q2 | $780K | Buy |
4,909
+521
| +12% | +$82.8K | 0.06% | 325 |
|
|
2021
Q1 | $693K | Buy |
4,388
+80
| +2% | +$12.6K | 0.06% | 309 |
|
|
2020
Q4 | $663K | Sell |
4,308
-25
| -0.6% | -$3.85K | 0.06% | 307 |
|
|
2020
Q3 | $503K | Buy |
4,333
+262
| +6% | +$30.4K | 0.06% | 317 |
|
|
2020
Q2 | $515K | Buy |
4,071
+1,533
| +60% | +$194K | 0.07% | 271 |
|
|
2020
Q1 | $283K | Sell |
2,538
-160
| -6% | -$17.8K | 0.05% | 343 |
|
|
2019
Q4 | $420K | Sell |
2,698
-92
| -3% | -$14.3K | 0.06% | 338 |
|
|
2019
Q3 | $450K | Buy |
2,790
+640
| +30% | +$103K | 0.07% | 294 |
|
|
2019
Q2 | $317K | Sell |
2,150
-579
| -21% | -$85.4K | 0.05% | 347 |
|
|
2019
Q1 | $382K | Buy |
2,729
+95
| +4% | +$13.3K | 0.07% | 263 |
|
|
2018
Q4 | $348K | Sell |
2,634
-508
| -16% | -$67.1K | 0.07% | 258 |
|
|
2018
Q3 | $420K | Buy |
3,142
+197
| +7% | +$26.3K | 0.09% | 243 |
|
|
2018
Q2 | $374K | Buy |
2,945
+1,197
| +68% | +$152K | 0.08% | 261 |
|
|
2018
Q1 | $239K | Buy |
+1,748
| New | +$239K | 0.06% | 298 |
|