Heritage Wealth 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 | $271K | Hold |
935
| – | – | 0.01% | 179 |
|
|
2025
Q1 | $282K | Sell |
935
-12
| -1% | -$3.62K | 0.01% | 169 |
|
|
2024
Q4 | $262K | Sell |
947
-151
| -14% | -$41.7K | 0.01% | 178 |
|
|
2024
Q3 | $317K | Buy |
1,098
+452
| +70% | +$130K | 0.01% | 174 |
|
|
2024
Q2 | $165K | Hold |
646
| – | – | 0.01% | 217 |
|
|
2024
Q1 | $167K | Buy |
646
+1
| +0.2% | +$259 | 0.01% | 228 |
|
|
2023
Q4 | $146K | Buy |
645
+39
| +6% | +$8.82K | 0.01% | 237 |
|
|
2023
Q3 | $126K | Buy |
606
+1
| +0.2% | +$208 | 0.01% | 235 |
|
|
2023
Q2 | $117K | Sell |
605
-118
| -16% | -$22.7K | 0.01% | 243 |
|
|
2023
Q1 | $140K | Buy |
723
+68
| +10% | +$13.2K | 0.01% | 234 |
|
|
2022
Q4 | $144K | Buy |
655
+273
| +71% | +$60.2K | 0.01% | 236 |
|
|
2022
Q3 | $69.5K | Hold |
382
| – | – | 0.01% | 273 |
|
|
2022
Q2 | $75K | Sell |
382
-43
| -10% | -$8.44K | 0.01% | 285 |
|
|
2022
Q1 | $91K | Hold |
425
| – | – | 0.01% | 261 |
|
|
2021
Q4 | $82K | Buy |
+425
| New | +$82K | ﹤0.01% | 281 |
|
|
2021
Q1 | – | Sell |
-14
| Closed | -$2K | – | 570 |
|
|
2020
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 510 |
|
|
2020
Q1 | – | Sell |
-56
| Closed | -$8.72K | – | 463 |
|
|
2019
Q4 | $8.72K | Buy |
+56
| New | +$8.72K | ﹤0.01% | 426 |
|