Financial Advocates Investment Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $697K | Sell |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $912K | Sell |
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|
2024
Q1 | $947K | Buy |
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|
2023
Q4 | $818K | Sell |
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|
2023
Q3 | $839K | Buy |
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|
2023
Q2 | $770K | Buy |
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|
2023
Q1 | $769K | Sell |
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|
2022
Q4 | $883K | Sell |
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|
2022
Q3 | $718K | Buy |
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|
2022
Q2 | $821K | Sell |
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|
2022
Q1 | $897K | Sell |
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|
2021
Q4 | $832K | Sell |
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|
2021
Q3 | $750K | Buy |
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|
2021
Q2 | $584K | Sell |
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|
2021
Q1 | $882K | Sell |
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|
2020
Q4 | $1.02M | Sell |
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|
2020
Q3 | $878K | Sell |
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|
2020
Q2 | $974K | Sell |
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|
2020
Q1 | $957K | Sell |
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|
2019
Q4 | $1.49M | Buy |
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|
2019
Q3 | $1.31M | Sell |
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|
2019
Q2 | $1.22M | Sell |
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|
2019
Q1 | $1.2M | Sell |
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|
2018
Q4 | $1.21M | Sell |
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|
2018
Q3 | $1.43M | Sell |
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|
2018
Q2 | $1.49M | Sell |
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|
2018
Q1 | $1.83M | Buy |
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|
2017
Q4 | $1.73M | Buy |
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