EP 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 | $4.65M | Buy |
16,060
+830
| +5% | +$240K | 0.03% | 273 |
|
|
2025
Q1 | $4.6M | Buy |
15,230
+7,562
| +99% | +$2.28M | 0.04% | 230 |
|
|
2024
Q4 | $2.12M | Buy |
7,668
+440
| +6% | +$122K | 0.02% | 349 |
|
|
2024
Q3 | $2.08M | Buy |
7,228
+890
| +14% | +$257K | 0.02% | 353 |
|
|
2024
Q2 | $1.62M | Buy |
6,338
+2,743
| +76% | +$700K | 0.02% | 316 |
|
|
2024
Q1 | $931K | Buy |
3,595
+788
| +28% | +$204K | 0.01% | 390 |
|
|
2023
Q4 | $634K | Sell |
2,807
-283
| -9% | -$64K | 0.01% | 448 |
|
|
2023
Q3 | $643K | Buy |
3,090
+1,063
| +52% | +$221K | 0.01% | 413 |
|
|
2023
Q2 | $480K | Sell |
2,027
-3,732
| -65% | -$884K | 0.01% | 470 |
|
|
2023
Q1 | $1.32M | Buy |
5,759
+3,600
| +167% | +$824K | 0.02% | 271 |
|
|
2022
Q4 | $476K | Buy |
+2,159
| New | +$476K | 0.01% | 387 |
|
|
2022
Q3 | – | Sell |
-2,532
| Closed | -$498K | – | 377 |
|
|
2022
Q2 | $498K | Buy |
2,532
+532
| +27% | +$105K | 0.01% | 371 |
|
|
2022
Q1 | $428K | Sell |
2,000
-582
| -23% | -$125K | 0.01% | 410 |
|
|
2021
Q4 | $499K | Buy |
2,582
+1,115
| +76% | +$215K | 0.01% | 353 |
|
|
2021
Q3 | $254K | Buy |
1,467
+38
| +3% | +$6.58K | 0.01% | 467 |
|
|
2021
Q2 | $227K | Sell |
1,429
-860
| -38% | -$137K | 0.01% | 495 |
|
|
2021
Q1 | $362K | Buy |
+2,289
| New | +$362K | 0.01% | 371 |
|