HDA
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Harold Davidson & Associates’s Chubb CB Stock Holding History

Harold Davidson & Associates’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$980K Sell
3,383
-1,469
-30% -$426K 0.64% 35
2025
Q1 		$1.47M Sell
4,852
-1,389
-22% -$419K 0.8% 32
2024
Q4 		$1.72M Buy
+6,241
New +$1.72M 0.82% 33