Everhart Financial Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Buy |
2,149
+180
| +9% | +$52.2K | 0.07% | 198 |
|
|
2025
Q1 | $595K | Buy |
1,969
+196
| +11% | +$59.2K | 0.08% | 171 |
|
|
2024
Q4 | $490K | Sell |
1,773
-52
| -3% | -$14.4K | 0.1% | 194 |
|
|
2024
Q3 | $526K | Buy |
1,825
+164
| +10% | +$47.3K | 0.12% | 187 |
|
|
2024
Q2 | $424K | Buy |
1,661
+68
| +4% | +$17.3K | 0.11% | 183 |
|
|
2024
Q1 | $413K | Buy |
1,593
+174
| +12% | +$45.1K | 0.12% | 174 |
|
|
2023
Q4 | $321K | Buy |
1,419
+129
| +10% | +$29.2K | 0.11% | 169 |
|
|
2023
Q3 | $269K | Buy |
1,290
+171
| +15% | +$35.6K | 0.11% | 165 |
|
|
2023
Q2 | $215K | Buy |
+1,119
| New | +$215K | 0.09% | 202 |
|
|
2022
Q4 | – | Sell |
-1,149
| Closed | -$209K | – | 191 |
|
|
2022
Q3 | $209K | Sell |
1,149
-7
| -0.6% | -$1.27K | 0.12% | 181 |
|
|
2022
Q2 | $227K | Buy |
+1,156
| New | +$227K | 0.14% | 156 |
|