Farther Finance 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 | $1.75M | Buy |
6,036
+2,031
| +51% | +$588K | 0.04% | 412 |
|
|
2025
Q1 | $1.21M | Buy |
4,005
+239
| +6% | +$72K | 0.03% | 438 |
|
|
2024
Q4 | $1.04M | Sell |
3,766
-20
| -0.5% | -$5.53K | 0.04% | 360 |
|
|
2024
Q3 | $1.09M | Sell |
3,786
-317
| -8% | -$91.4K | 0.04% | 324 |
|
|
2024
Q2 | $1.05M | Buy |
4,103
+1,562
| +61% | +$398K | 0.05% | 296 |
|
|
2024
Q1 | $654K | Buy |
2,541
+513
| +25% | +$132K | 0.04% | 331 |
|
|
2023
Q4 | $458K | Buy |
2,028
+433
| +27% | +$97.9K | 0.03% | 368 |
|
|
2023
Q3 | $332K | Sell |
1,595
-73
| -4% | -$15.2K | 0.05% | 277 |
|
|
2023
Q2 | $321K | Buy |
1,668
+26
| +2% | +$5.01K | 0.07% | 230 |
|
|
2023
Q1 | $319K | Buy |
1,642
+54
| +3% | +$10.5K | 0.09% | 194 |
|
|
2022
Q4 | $350K | Buy |
+1,588
| New | +$350K | 0.14% | 150 |
|