Herold 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 | $1.97M | Sell |
6,788
-1,299
| -16% | -$376K | 0.41% | 68 |
|
|
2025
Q1 | $2.44M | Buy |
8,087
+701
| +9% | +$212K | 0.54% | 52 |
|
|
2024
Q4 | $2.04M | Buy |
7,386
+19
| +0.3% | +$5.25K | 0.44% | 58 |
|
|
2024
Q3 | $2.12M | Hold |
7,367
| – | – | 0.46% | 59 |
|
|
2024
Q2 | $1.88M | Hold |
7,367
| – | – | 0.43% | 61 |
|
|
2024
Q1 | $1.91M | Sell |
7,367
-3,792
| -34% | -$983K | 0.46% | 61 |
|
|
2023
Q4 | $2.52M | Hold |
11,159
| – | – | 0.7% | 43 |
|
|
2023
Q3 | $2.32M | Buy |
11,159
+791
| +8% | +$165K | 0.71% | 38 |
|
|
2023
Q2 | $2M | Buy |
10,368
+542
| +6% | +$104K | 0.61% | 46 |
|
|
2023
Q1 | $1.91M | Sell |
9,826
-66
| -0.7% | -$12.8K | 0.66% | 43 |
|
|
2022
Q4 | $2.18M | Buy |
9,892
+1
| +0% | +$221 | 0.92% | 29 |
|
|
2022
Q3 | $1.8M | Sell |
9,891
-45
| -0.5% | -$8.19K | 0.86% | 35 |
|
|
2022
Q2 | $1.95M | Buy |
9,936
+311
| +3% | +$61.1K | 0.87% | 33 |
|
|
2022
Q1 | $2.06M | Buy |
+9,625
| New | +$2.06M | 0.73% | 38 |
|