Everett Harris & Co’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $747K | Hold |
2,579
| – | – | 0.01% | 187 |
|
|
2025
Q1 | $779K | Hold |
2,579
| – | – | 0.01% | 170 |
|
|
2024
Q4 | $713K | Hold |
2,579
| – | – | 0.01% | 168 |
|
|
2024
Q3 | $744K | Hold |
2,579
| – | – | 0.01% | 161 |
|
|
2024
Q2 | $658K | Hold |
2,579
| – | – | 0.01% | 160 |
|
|
2024
Q1 | $668K | Hold |
2,579
| – | – | 0.01% | 166 |
|
|
2023
Q4 | $583K | Sell |
2,579
-34
| -1% | -$7.68K | 0.01% | 161 |
|
|
2023
Q3 | $544K | Hold |
2,613
| – | – | 0.01% | 163 |
|
|
2023
Q2 | $503K | Buy |
2,613
+90
| +4% | +$17.3K | 0.01% | 174 |
|
|
2023
Q1 | $490K | Hold |
2,523
| – | – | 0.01% | 176 |
|
|
2022
Q4 | $557K | Hold |
2,523
| – | – | 0.01% | 160 |
|
|
2022
Q3 | $459K | Sell |
2,523
-39
| -2% | -$7.1K | 0.01% | 178 |
|
|
2022
Q2 | $504K | Buy |
2,562
+143
| +6% | +$28.1K | 0.01% | 177 |
|
|
2022
Q1 | $517K | Hold |
2,419
| – | – | 0.01% | 188 |
|
|
2021
Q4 | $468K | Hold |
2,419
| – | – | 0.01% | 191 |
|
|
2021
Q3 | $420K | Sell |
2,419
-264
| -10% | -$45.8K | 0.01% | 195 |
|
|
2021
Q2 | $426K | Sell |
2,683
-345
| -11% | -$54.8K | 0.01% | 196 |
|
|
2021
Q1 | $478K | Hold |
3,028
| – | – | 0.01% | 183 |
|
|
2020
Q4 | $466K | Buy |
3,028
+243
| +9% | +$37.4K | 0.01% | 177 |
|
|
2020
Q3 | $323K | Sell |
2,785
-219
| -7% | -$25.4K | 0.01% | 199 |
|
|
2020
Q2 | $380K | Sell |
3,004
-522
| -15% | -$66K | 0.01% | 175 |
|
|
2020
Q1 | $394K | Sell |
3,526
-858
| -20% | -$95.9K | 0.01% | 162 |
|
|
2019
Q4 | $682K | Hold |
4,384
| – | – | 0.02% | 158 |
|
|
2019
Q3 | $708K | Sell |
4,384
-148
| -3% | -$23.9K | 0.02% | 152 |
|
|
2019
Q2 | $668K | Sell |
4,532
-339
| -7% | -$50K | 0.02% | 155 |
|
|
2019
Q1 | $682K | Sell |
4,871
-645
| -12% | -$90.3K | 0.02% | 151 |
|
|
2018
Q4 | $713K | Sell |
5,516
-1,416
| -20% | -$183K | 0.02% | 138 |
|
|
2018
Q3 | $926K | Sell |
6,932
-856
| -11% | -$114K | 0.02% | 132 |
|
|
2018
Q2 | $989K | Buy |
7,788
+21
| +0.3% | +$2.67K | 0.03% | 126 |
|
|
2018
Q1 | $1.06M | Buy |
7,767
+692
| +10% | +$94.6K | 0.03% | 126 |
|
|
2017
Q4 | $1.03M | Sell |
7,075
-30
| -0.4% | -$4.38K | 0.03% | 132 |
|
|
2017
Q3 | $1.01M | Sell |
7,105
-312
| -4% | -$44.5K | 0.03% | 130 |
|
|
2017
Q2 | $1.08M | Sell |
7,417
-689
| -8% | -$100K | 0.03% | 129 |
|
|
2017
Q1 | $1.1M | Sell |
8,106
-1,548
| -16% | -$211K | 0.04% | 128 |
|
|
2016
Q4 | $1.28M | Sell |
9,654
-211
| -2% | -$27.9K | 0.04% | 122 |
|
|
2016
Q3 | $1.24M | Sell |
9,865
-660
| -6% | -$83K | 0.04% | 126 |
|
|
2016
Q2 | $1.38M | Sell |
10,525
-1,168
| -10% | -$153K | 0.05% | 121 |
|
|
2016
Q1 | $1.39M | Buy |
+11,693
| New | +$1.39M | 0.05% | 122 |
|