Financial & Tax Architects’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Buy |
2,347
+8
| +0.3% | +$2.32K | 0.17% | 70 |
|
|
2025
Q1 | $706K | Buy |
2,339
+176
| +8% | +$53.2K | 0.18% | 74 |
|
|
2024
Q4 | $598K | Buy |
2,163
+192
| +10% | +$53.1K | 0.15% | 75 |
|
|
2024
Q3 | $569K | Buy |
1,971
+123
| +7% | +$35.5K | 0.15% | 73 |
|
|
2024
Q2 | $471K | Buy |
1,848
+380
| +26% | +$96.9K | 0.13% | 75 |
|
|
2024
Q1 | $380K | Buy |
1,468
+224
| +18% | +$58.1K | 0.1% | 73 |
|
|
2023
Q4 | $281K | Sell |
1,244
-93
| -7% | -$21K | 0.08% | 80 |
|
|
2023
Q3 | $278K | Sell |
1,337
-3
| -0.2% | -$625 | 0.09% | 75 |
|
|
2023
Q2 | $258K | Buy |
1,340
+25
| +2% | +$4.82K | 0.08% | 74 |
|
|
2023
Q1 | $255K | Buy |
1,315
+17
| +1% | +$3.3K | 0.08% | 72 |
|
|
2022
Q4 | $286K | Buy |
+1,298
| New | +$286K | 0.1% | 76 |
|
|
2022
Q3 | – | Sell |
-1,750
| Closed | -$344K | – | 66 |
|
|
2022
Q2 | $344K | Sell |
1,750
-241
| -12% | -$47.4K | 0.13% | 63 |
|
|
2022
Q1 | $426K | Sell |
1,991
-167
| -8% | -$35.7K | 0.16% | 66 |
|
|
2021
Q4 | $417K | Sell |
2,158
-158
| -7% | -$30.5K | 0.17% | 79 |
|
|
2021
Q3 | $402K | Sell |
2,316
-26
| -1% | -$4.51K | 0.18% | 80 |
|
|
2021
Q2 | $372K | Sell |
2,342
-30
| -1% | -$4.77K | 0.18% | 85 |
|
|
2021
Q1 | $375K | Buy |
+2,372
| New | +$375K | 0.21% | 81 |
|