Foundations Investment Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
1,279
+242
| +23% | +$70.1K | 0.01% | 674 |
|
|
2025
Q1 | $313K | Sell |
1,037
-614
| -37% | -$185K | 0.01% | 702 |
|
|
2024
Q4 | $456K | Buy |
1,651
+200
| +14% | +$55.3K | 0.01% | 556 |
|
|
2024
Q3 | $418K | Sell |
1,451
-42
| -3% | -$12.1K | 0.01% | 556 |
|
|
2024
Q2 | $381K | Buy |
1,493
+410
| +38% | +$105K | 0.01% | 556 |
|
|
2024
Q1 | $281K | Buy |
1,083
+172
| +19% | +$44.6K | 0.01% | 596 |
|
|
2023
Q4 | $223K | Buy |
+911
| New | +$223K | 0.01% | 620 |
|