FDx 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 | $276K | Sell |
951
-1
| -0.1% | -$290 | 0.08% | 141 |
|
|
2025
Q1 | $287K | Sell |
952
-3
| -0.3% | -$904 | 0.09% | 136 |
|
|
2024
Q4 | $264K | Sell |
955
-86
| -8% | -$23.8K | 0.08% | 150 |
|
|
2024
Q3 | $300K | Sell |
1,041
-55
| -5% | -$15.9K | 0.08% | 151 |
|
|
2024
Q2 | $280K | Sell |
1,096
-1,105
| -50% | -$282K | 0.08% | 152 |
|
|
2024
Q1 | $570K | Sell |
2,201
-3,179
| -59% | -$823K | 0.09% | 191 |
|
|
2023
Q4 | $1.22M | Buy |
5,380
+397
| +8% | +$89.7K | 0.09% | 216 |
|
|
2023
Q3 | $1.04M | Sell |
4,983
-5,192
| -51% | -$1.08M | 0.09% | 214 |
|
|
2023
Q2 | $1.96M | Sell |
10,175
-10,357
| -50% | -$1.99M | 0.11% | 191 |
|
|
2023
Q1 | $4.53M | Hold |
20,532
| – | – | 0.2% | 115 |
|
|
2022
Q4 | $4.53M | Sell |
20,532
-1,243
| -6% | -$274K | 0.2% | 115 |
|
|
2022
Q3 | $3.96M | Sell |
21,775
-305
| -1% | -$55.5K | 0.18% | 122 |
|
|
2022
Q2 | $4.34M | Buy |
22,080
+419
| +2% | +$82.4K | 0.16% | 128 |
|
|
2022
Q1 | $4.63M | Sell |
21,661
-1,109
| -5% | -$237K | 0.16% | 123 |
|
|
2021
Q4 | $4.4M | Buy |
22,770
+2,352
| +12% | +$455K | 0.12% | 137 |
|
|
2021
Q3 | $3.54M | Buy |
20,418
+786
| +4% | +$136K | 0.11% | 139 |
|
|
2021
Q2 | $3.12M | Buy |
19,632
+55
| +0.3% | +$8.74K | 0.1% | 146 |
|
|
2021
Q1 | $3.09M | Buy |
19,577
+3,263
| +20% | +$516K | 0.12% | 137 |
|
|
2020
Q4 | $2.51M | Buy |
16,314
+271
| +2% | +$41.7K | 0.1% | 150 |
|
|
2020
Q3 | $1.86M | Sell |
16,043
-229
| -1% | -$26.6K | 0.09% | 159 |
|
|
2020
Q2 | $2.06M | Sell |
16,272
-4,703
| -22% | -$595K | 0.11% | 141 |
|
|
2020
Q1 | $2.34M | Buy |
20,975
+1,344
| +7% | +$150K | 0.15% | 121 |
|
|
2019
Q4 | $3.06M | Buy |
19,631
+761
| +4% | +$118K | 0.17% | 120 |
|
|
2019
Q3 | $3.05M | Sell |
18,870
-1,947
| -9% | -$314K | 0.21% | 102 |
|
|
2019
Q2 | $3.07M | Buy |
20,817
+1,079
| +5% | +$159K | 0.12% | 144 |
|
|
2019
Q1 | $2.77M | Buy |
19,738
+2,496
| +14% | +$350K | 0.11% | 144 |
|
|
2018
Q4 | $2.23M | Sell |
17,242
-12,031
| -41% | -$1.55M | 0.18% | 94 |
|
|
2018
Q3 | $3.91M | Buy |
29,273
+1,133
| +4% | +$151K | 0.15% | 111 |
|
|
2018
Q2 | $3.57M | Sell |
28,140
-11,434
| -29% | -$1.45M | 0.13% | 120 |
|
|
2018
Q1 | $5.41M | Sell |
39,574
-2,486
| -6% | -$340K | 0.16% | 106 |
|
|
2017
Q4 | $6.15M | Buy |
42,060
+842
| +2% | +$123K | 0.17% | 100 |
|
|
2017
Q3 | $5.88M | Buy |
41,218
+762
| +2% | +$109K | 0.16% | 105 |
|
|
2017
Q2 | $5.88M | Sell |
40,456
-3,449
| -8% | -$501K | 0.17% | 99 |
|
|
2017
Q1 | $5.98M | Sell |
43,905
-2,029
| -4% | -$276K | 0.18% | 101 |
|
|
2016
Q4 | $6.07M | Buy |
45,934
+7,685
| +20% | +$1.02M | 0.17% | 115 |
|
|
2016
Q3 | $4.81M | Buy |
38,249
+3,839
| +11% | +$482K | 0.2% | 93 |
|
|
2016
Q2 | $4.5M | Buy |
34,410
+7,625
| +28% | +$997K | 0.2% | 93 |
|
|
2016
Q1 | $3.19M | Buy |
26,785
+9,216
| +52% | +$1.1M | 0.15% | 122 |
|
|
2015
Q4 | $2.05M | Buy |
17,569
+3,499
| +25% | +$409K | 0.09% | 184 |
|
|
2015
Q3 | $1.45M | Buy |
14,070
+1,647
| +13% | +$170K | 0.13% | 164 |
|
|
2015
Q2 | $1.27M | Sell |
12,423
-3,877
| -24% | -$395K | 0.06% | 276 |
|
|
2015
Q1 | $1.82M | Sell |
16,300
-1,623
| -9% | -$181K | 0.04% | 365 |
|
|
2014
Q4 | $2.06M | Buy |
17,923
+364
| +2% | +$41.8K | 0.13% | 143 |
|
|
2014
Q3 | $1.84M | Buy |
17,559
+1,290
| +8% | +$135K | 0.12% | 170 |
|
|
2014
Q2 | $1.69M | Buy |
16,269
+7,192
| +79% | +$746K | 0.11% | 200 |
|
|
2014
Q1 | $899K | Buy |
9,077
+4,696
| +107% | +$465K | 0.08% | 268 |
|
|
2013
Q4 | $453K | Buy |
4,381
+412
| +10% | +$42.6K | 0.05% | 390 |
|
|
2013
Q3 | $371K | Buy |
3,969
+59
| +2% | +$5.52K | 0.04% | 366 |
|
|
2013
Q2 | $350K | Buy |
+3,910
| New | +$350K | 0.05% | 340 |
|