Encompass Wealth 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 | $639K | Buy |
2,207
+2
| +0.1% | +$579 | 0.23% | 52 |
|
|
2025
Q1 | $666K | Hold |
2,205
| – | – | 0.27% | 51 |
|
|
2024
Q4 | $609K | Sell |
2,205
-662
| -23% | -$183K | 0.25% | 52 |
|
|
2024
Q3 | $827K | Hold |
2,867
| – | – | 0.21% | 101 |
|
|
2024
Q2 | $731K | Hold |
2,867
| – | – | 0.19% | 102 |
|
|
2024
Q1 | $743K | Sell |
2,867
-227
| -7% | -$58.8K | 0.2% | 105 |
|
|
2023
Q4 | $699K | Hold |
3,094
| – | – | 0.21% | 96 |
|
|
2023
Q3 | $644K | Hold |
3,094
| – | – | 0.21% | 88 |
|
|
2023
Q2 | $596K | Hold |
3,094
| – | – | 0.19% | 95 |
|
|
2023
Q1 | $601K | Hold |
3,094
| – | – | 0.2% | 90 |
|
|
2022
Q4 | $683K | Hold |
3,094
| – | – | 0.25% | 74 |
|
|
2022
Q3 | $563K | Buy |
3,094
+687
| +29% | +$125K | 0.21% | 91 |
|
|
2022
Q2 | $473K | Hold |
2,407
| – | – | 0.17% | 110 |
|
|
2022
Q1 | $515K | Hold |
2,407
| – | – | 0.13% | 125 |
|
|
2021
Q4 | $465K | Hold |
2,407
| – | – | 0.11% | 135 |
|
|
2021
Q3 | $417K | Hold |
2,407
| – | – | 0.11% | 142 |
|
|
2021
Q2 | $382K | Hold |
2,407
| – | – | 0.09% | 159 |
|
|
2021
Q1 | $415K | Sell |
2,407
-662
| -22% | -$114K | 0.11% | 154 |
|
|
2020
Q4 | $472K | Buy |
+3,069
| New | +$472K | 0.27% | 66 |
|