FCA
FLC Capital Advisors’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Buy |
1,714
+3
| +0.2% | +$869 | 0.1% | 116 |
|
|
2025
Q1 | $517K | Buy |
1,711
+120
| +8% | +$36.2K | 0.12% | 106 |
|
|
2024
Q4 | $440K | Hold |
1,591
| – | – | 0.1% | 114 |
|
|
2024
Q3 | $459K | Hold |
1,591
| – | – | 0.11% | 107 |
|
|
2024
Q2 | $406K | Hold |
1,591
| – | – | 0.1% | 106 |
|
|
2024
Q1 | $412K | Hold |
1,591
| – | – | 0.1% | 103 |
|
|
2023
Q4 | $360K | Buy |
+1,591
| New | +$360K | 0.1% | 111 |
|