Financial 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 | $296K | Hold |
1,020
| – | – | 0.06% | 67 |
|
|
2025
Q1 | $308K | Hold |
1,020
| – | – | 0.06% | 61 |
|
|
2024
Q4 | $282K | Hold |
1,020
| – | – | 0.05% | 68 |
|
|
2024
Q3 | $294K | Hold |
1,020
| – | – | 0.06% | 64 |
|
|
2024
Q2 | $260K | Hold |
1,020
| – | – | 0.05% | 62 |
|
|
2024
Q1 | $264K | Hold |
1,020
| – | – | 0.05% | 63 |
|
|
2023
Q4 | $231K | Hold |
1,020
| – | – | 0.05% | 65 |
|
|
2023
Q3 | $212K | Sell |
1,020
-30
| -3% | -$6.25K | 0.05% | 69 |
|
|
2023
Q2 | $202K | Hold |
1,050
| – | – | 0.05% | 76 |
|
|
2023
Q1 | $204K | Hold |
1,050
| – | – | 0.05% | 76 |
|
|
2022
Q4 | $232K | Buy |
+1,050
| New | +$232K | 0.06% | 68 |
|
|
2022
Q3 | – | Sell |
-1,050
| Closed | -$206K | – | 77 |
|
|
2022
Q2 | $206K | Hold |
1,050
| – | – | 0.07% | 72 |
|
|
2022
Q1 | $225K | Hold |
1,050
| – | – | 0.07% | 80 |
|
|
2021
Q4 | $203K | Buy |
+1,050
| New | +$203K | 0.06% | 86 |
|