Gladstone Institutional Advisory’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $600K | Sell |
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|
2025
Q3 | $572K | Buy |
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|
2025
Q2 | $554K | Sell |
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|
2025
Q1 | $600K | Sell |
|
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|
2024
Q4 | $3.56M | Buy |
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|
2024
Q3 | $3.12M | Buy |
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|
2024
Q2 | $631K | Sell |
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|
2024
Q1 | $654K | Sell |
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|
2023
Q4 | $2.12M | Buy |
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|
2023
Q3 | $751K | Sell |
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|
2023
Q2 | $1.24M | Sell |
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|
2023
Q1 | $4.66M | Buy |
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|
2022
Q4 | $3.46M | Buy |
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|
2022
Q3 | $2.78M | Buy |
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|
2022
Q2 | $2.21M | Buy |
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|
2022
Q1 | $853K | Sell |
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|
2021
Q4 | $1.22M | Sell |
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|
2021
Q3 | $1.32M | Buy |
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|
2021
Q2 | $477K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $227K | Sell |
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|
2019
Q3 | $253K | Buy |
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|
2019
Q2 | $226K | Buy |
|