Envestnet Portfolio Solutions’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.22M | Sell |
14,573
-1,186
| -8% | -$344K | 0.02% | 399 |
|
|
2025
Q1 | $4.76M | Sell |
15,759
-5,441
| -26% | -$1.64M | 0.02% | 374 |
|
|
2024
Q4 | $5.86M | Buy |
21,200
+2,714
| +15% | +$750K | 0.02% | 360 |
|
|
2024
Q3 | $5.33M | Buy |
18,486
+1,428
| +8% | +$412K | 0.02% | 377 |
|
|
2024
Q2 | $4.35M | Sell |
17,058
-763
| -4% | -$195K | 0.02% | 402 |
|
|
2024
Q1 | $4.62M | Sell |
17,821
-1,313
| -7% | -$340K | 0.02% | 394 |
|
|
2023
Q4 | $4.32M | Buy |
19,134
+909
| +5% | +$205K | 0.02% | 367 |
|
|
2023
Q3 | $3.79M | Buy |
+18,225
| New | +$3.79M | 0.02% | 378 |
|