Geller Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $513K | Sell |
1,851
-70
| -4% | -$19.4K | 0.03% | 128 |
|
|
2024
Q3 | $556K | Buy |
1,921
+53
| +3% | +$15.3K | 0.04% | 126 |
|
|
2024
Q2 | $478K | Buy |
1,868
+41
| +2% | +$10.5K | 0.04% | 147 |
|
|
2024
Q1 | $475K | Buy |
1,827
+76
| +4% | +$19.8K | 0.04% | 154 |
|
|
2023
Q4 | $397K | Sell |
1,751
-33
| -2% | -$7.49K | 0.04% | 165 |
|
|
2023
Q3 | $373K | Buy |
1,784
+12
| +0.7% | +$2.51K | 0.04% | 157 |
|
|
2023
Q2 | $343K | Buy |
1,772
+555
| +46% | +$107K | 0.04% | 164 |
|
|
2023
Q1 | $237K | Sell |
1,217
-404
| -25% | -$78.8K | 0.04% | 153 |
|
|
2022
Q4 | $359K | Buy |
1,621
+7
| +0.4% | +$1.55K | 0.06% | 76 |
|
|
2022
Q3 | $295K | Buy |
1,614
+144
| +10% | +$26.3K | 0.06% | 82 |
|
|
2022
Q2 | $290K | Hold |
1,470
| – | – | 0.06% | 89 |
|
|
2022
Q1 | $316K | Sell |
1,470
-70
| -5% | -$15K | 0.06% | 100 |
|
|
2021
Q4 | $299K | Sell |
1,540
-2
| -0.1% | -$388 | 0.06% | 116 |
|
|
2021
Q3 | $269K | Buy |
1,542
+136
| +10% | +$23.7K | 0.06% | 116 |
|
|
2021
Q2 | $225K | Buy |
1,406
+16
| +1% | +$2.56K | 0.05% | 121 |
|
|
2021
Q1 | $221K | Buy |
1,390
+469
| +51% | +$74.6K | 0.05% | 113 |
|
|
2020
Q4 | $208K | Buy |
+921
| New | +$208K | 0.05% | 110 |
|
|
2020
Q2 | – | Sell |
-3,971
| Closed | -$447K | – | 85 |
|
|
2020
Q1 | $447K | Buy |
3,971
+2,659
| +203% | +$299K | 0.13% | 26 |
|
|
2019
Q4 | $205K | Sell |
1,312
-185
| -12% | -$28.9K | 0.06% | 54 |
|
|
2019
Q3 | $243K | Buy |
+1,497
| New | +$243K | 0.09% | 52 |
|