Financial Advisory Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Sell |
13,962
-315
| -2% | -$91.3K | 1.27% | 28 |
|
|
2025
Q1 | $4.31M | Sell |
14,277
-45
| -0.3% | -$13.6K | 1.44% | 21 |
|
|
2024
Q4 | $3.96M | Sell |
14,322
-92
| -0.6% | -$25.4K | 1.31% | 24 |
|
|
2024
Q3 | $4.16M | Sell |
14,414
-452
| -3% | -$130K | 1.38% | 22 |
|
|
2024
Q2 | $3.79M | Sell |
14,866
-548
| -4% | -$140K | 1.42% | 21 |
|
|
2024
Q1 | $3.99M | Sell |
15,414
-2,455
| -14% | -$636K | 1.54% | 21 |
|
|
2023
Q4 | $4.04M | Sell |
17,869
-283
| -2% | -$64K | 1.47% | 24 |
|
|
2023
Q3 | $3.78M | Sell |
18,152
-202
| -1% | -$42.1K | 1.52% | 25 |
|
|
2023
Q2 | $3.53M | Buy |
18,354
+2,273
| +14% | +$438K | 1.36% | 39 |
|
|
2023
Q1 | $3.12M | Buy |
+16,081
| New | +$3.12M | 1.24% | 42 |
|