First Affirmative Financial Network’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $820K | Sell |
2,714
-173
| -6% | -$52.3K | 0.5% | 39 |
|
|
2024
Q4 | $798K | Sell |
2,887
-74
| -2% | -$20.4K | 0.46% | 50 |
|
|
2024
Q3 | $854K | Buy |
2,961
+57
| +2% | +$16.4K | 0.47% | 50 |
|
|
2024
Q2 | $741K | Buy |
2,904
+56
| +2% | +$14.3K | 0.51% | 38 |
|
|
2024
Q1 | $738K | Sell |
2,848
-93
| -3% | -$24.1K | 0.54% | 34 |
|
|
2023
Q4 | $665K | Buy |
2,941
+201
| +7% | +$45.4K | 0.53% | 36 |
|
|
2023
Q3 | $570K | Buy |
2,740
+307
| +13% | +$63.9K | 0.56% | 40 |
|
|
2023
Q2 | $469K | Buy |
2,433
+560
| +30% | +$108K | 0.47% | 53 |
|
|
2023
Q1 | $364K | Buy |
1,873
+190
| +11% | +$36.9K | 0.42% | 74 |
|
|
2022
Q4 | $371K | Buy |
1,683
+99
| +6% | +$21.8K | 0.45% | 67 |
|
|
2022
Q3 | $288K | Sell |
1,584
-35
| -2% | -$6.36K | 0.37% | 83 |
|
|
2022
Q2 | $318K | Buy |
1,619
+166
| +11% | +$32.6K | 0.36% | 77 |
|
|
2022
Q1 | $311K | Buy |
1,453
+20
| +1% | +$4.28K | 0.3% | 102 |
|
|
2021
Q4 | $277K | Buy |
1,433
+76
| +6% | +$14.7K | 0.25% | 119 |
|
|
2021
Q3 | $235K | Buy |
+1,357
| New | +$235K | 0.24% | 128 |
|