GoalVest Advisory’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $893K | Buy |
3,081
+3,080
| +308,000% | +$892K | 0.22% | 73 |
|
|
2025
Q1 | $302 | Sell |
1
-44
| -98% | -$13.3K | ﹤0.01% | 409 |
|
|
2024
Q4 | $12.4K | Sell |
45
-133
| -75% | -$36.7K | ﹤0.01% | 269 |
|
|
2024
Q3 | $51.3K | Buy |
178
+88
| +98% | +$25.4K | 0.01% | 190 |
|
|
2024
Q2 | $23K | Hold |
90
| – | – | 0.01% | 226 |
|
|
2024
Q1 | $23.3K | Hold |
90
| – | – | 0.01% | 254 |
|
|
2023
Q4 | $20.3K | Sell |
90
-5
| -5% | -$1.13K | 0.01% | 206 |
|
|
2023
Q3 | $19.8K | Buy |
95
+5
| +6% | +$1.04K | 0.01% | 219 |
|
|
2023
Q2 | $17.3K | Buy |
+90
| New | +$17.3K | 0.01% | 211 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 249 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 256 |
|
|
2022
Q2 | – | Sell |
-4
| Closed | -$1K | – | 338 |
|
|
2022
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 315 |
|