Guardian Wealth Advisors (North Carolina)’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
1,056
+27
| +3% | +$7.82K | 0.02% | 265 |
|
|
2025
Q1 | $311K | Sell |
1,029
-22
| -2% | -$6.64K | 0.02% | 247 |
|
|
2024
Q4 | $290K | Buy |
1,051
+113
| +12% | +$31.2K | 0.02% | 255 |
|
|
2024
Q3 | $271K | Sell |
938
-45
| -5% | -$13K | 0.03% | 223 |
|
|
2024
Q2 | $251K | Sell |
983
-7
| -0.7% | -$1.79K | 0.03% | 221 |
|
|
2024
Q1 | $257K | Buy |
990
+69
| +7% | +$17.9K | 0.03% | 226 |
|
|
2023
Q4 | $208K | Buy |
+921
| New | +$208K | 0.03% | 238 |
|
|
2022
Q1 | – | Sell |
-1,085
| Closed | -$210K | – | 253 |
|
|
2021
Q4 | $210K | Buy |
+1,085
| New | +$210K | 0.09% | 141 |
|