GHP 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 | $256K | Buy |
885
+86
| +11% | +$24.9K | 0.01% | 356 |
|
|
2025
Q1 | $241K | Sell |
799
-200
| -20% | -$60.4K | 0.01% | 353 |
|
|
2024
Q4 | $276K | Hold |
999
| – | – | 0.01% | 351 |
|
|
2024
Q3 | $288K | Sell |
999
-25
| -2% | -$7.21K | 0.01% | 343 |
|
|
2024
Q2 | $261K | Sell |
1,024
-68
| -6% | -$17.3K | 0.01% | 348 |
|
|
2024
Q1 | $283K | Buy |
1,092
+169
| +18% | +$43.8K | 0.01% | 348 |
|
|
2023
Q4 | $209K | Sell |
923
-68
| -7% | -$15.4K | 0.01% | 373 |
|
|
2023
Q3 | $209K | Hold |
991
| – | – | 0.01% | 367 |
|
|
2023
Q2 | $200K | Sell |
991
-123
| -11% | -$24.8K | 0.01% | 373 |
|
|
2023
Q1 | $216K | Sell |
1,114
-92
| -8% | -$17.9K | 0.01% | 363 |
|
|
2022
Q4 | $266K | Hold |
1,206
| – | – | 0.02% | 345 |
|
|
2022
Q3 | $219K | Sell |
1,206
-196
| -14% | -$35.6K | 0.02% | 344 |
|
|
2022
Q2 | $276K | Sell |
1,402
-70
| -5% | -$13.8K | 0.02% | 324 |
|
|
2022
Q1 | $315K | Buy |
1,472
+95
| +7% | +$20.3K | 0.02% | 316 |
|
|
2021
Q4 | $266K | Hold |
1,377
| – | – | 0.02% | 291 |
|
|
2021
Q3 | $239K | Sell |
1,377
-221
| -14% | -$38.4K | 0.02% | 287 |
|
|
2021
Q2 | $254K | Hold |
1,598
| – | – | 0.02% | 278 |
|
|
2021
Q1 | $252K | Sell |
1,598
-115
| -7% | -$18.1K | 0.02% | 276 |
|
|
2020
Q4 | $264K | Buy |
+1,713
| New | +$264K | 0.03% | 262 |
|
|
2020
Q3 | – | Sell |
-1,807
| Closed | -$229K | – | 273 |
|
|
2020
Q2 | $229K | Sell |
1,807
-28
| -2% | -$3.55K | 0.03% | 258 |
|
|
2020
Q1 | $205K | Sell |
1,835
-100
| -5% | -$11.2K | 0.03% | 270 |
|
|
2019
Q4 | $301K | Buy |
1,935
+295
| +18% | +$45.9K | 0.03% | 267 |
|
|
2019
Q3 | $265K | Hold |
1,640
| – | – | 0.03% | 272 |
|
|
2019
Q2 | $242K | Hold |
1,640
| – | – | 0.03% | 289 |
|
|
2019
Q1 | $230K | Hold |
1,640
| – | – | 0.03% | 288 |
|
|
2018
Q4 | $212K | Sell |
1,640
-1,430
| -47% | -$185K | 0.03% | 277 |
|
|
2018
Q3 | $410K | Buy |
3,070
+1,430
| +87% | +$191K | 0.05% | 237 |
|
|
2018
Q2 | $208K | Hold |
1,640
| – | – | 0.03% | 285 |
|
|
2018
Q1 | $224K | Hold |
1,640
| – | – | 0.03% | 279 |
|
|
2017
Q4 | $240K | Hold |
1,640
| – | – | 0.03% | 277 |
|
|
2017
Q3 | $234K | Hold |
1,640
| – | – | 0.04% | 275 |
|
|
2017
Q2 | $238K | Hold |
1,640
| – | – | 0.04% | 277 |
|
|
2017
Q1 | $223K | Hold |
1,640
| – | – | 0.04% | 280 |
|
|
2016
Q4 | $217K | Hold |
1,640
| – | – | 0.04% | 273 |
|
|
2016
Q3 | $206K | Sell |
1,640
-150
| -8% | -$18.8K | 0.04% | 271 |
|
|
2016
Q2 | $234K | Hold |
1,790
| – | – | 0.05% | 260 |
|
|
2016
Q1 | $213K | Buy |
+1,790
| New | +$213K | 0.05% | 269 |
|