Hudson Valley Investment 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 | $439K | Buy |
1,516
+35
| +2% | +$10.1K | 0.05% | 126 |
|
|
2025
Q1 | $447K | Sell |
1,481
-239
| -14% | -$72.2K | 0.05% | 117 |
|
|
2024
Q4 | $475K | Hold |
1,720
| – | – | 0.05% | 120 |
|
|
2024
Q3 | $496K | Sell |
1,720
-951
| -36% | -$274K | 0.05% | 125 |
|
|
2024
Q2 | $604K | Buy |
2,671
+641
| +32% | +$145K | 0.08% | 120 |
|
|
2024
Q1 | $526K | Sell |
2,030
-641
| -24% | -$166K | 0.06% | 123 |
|
|
2023
Q4 | $604K | Sell |
2,671
-228
| -8% | -$51.6K | 0.08% | 120 |
|
|
2023
Q3 | $603K | Sell |
2,899
-423
| -13% | -$88.1K | 0.09% | 124 |
|
|
2023
Q2 | $640K | Sell |
3,322
-75
| -2% | -$14.4K | 0.09% | 123 |
|
|
2023
Q1 | $660K | Sell |
3,397
-249
| -7% | -$48.4K | 0.09% | 130 |
|
|
2022
Q4 | $804K | Sell |
3,646
-55
| -1% | -$12.1K | 0.12% | 118 |
|
|
2022
Q3 | $673K | Sell |
3,701
-120
| -3% | -$21.8K | 0.11% | 122 |
|
|
2022
Q2 | $751K | Sell |
3,821
-60
| -2% | -$11.8K | 0.12% | 118 |
|
|
2022
Q1 | $830K | Sell |
3,881
-221
| -5% | -$47.3K | 0.11% | 119 |
|
|
2021
Q4 | $793K | Sell |
4,102
-160
| -4% | -$30.9K | 0.12% | 101 |
|
|
2021
Q3 | $739K | Sell |
4,262
-95
| -2% | -$16.5K | 0.13% | 106 |
|
|
2021
Q2 | $692K | Sell |
4,357
-390
| -8% | -$61.9K | 0.12% | 107 |
|
|
2021
Q1 | $750K | Sell |
4,747
-378
| -7% | -$59.7K | 0.13% | 101 |
|
|
2020
Q4 | $789K | Sell |
5,125
-105
| -2% | -$16.2K | 0.15% | 97 |
|
|
2020
Q3 | $607K | Sell |
5,230
-376
| -7% | -$43.6K | 0.13% | 102 |
|
|
2020
Q2 | $710K | Sell |
5,606
-32
| -0.6% | -$4.05K | 0.17% | 96 |
|
|
2020
Q1 | $630K | Sell |
5,638
-4,102
| -42% | -$458K | 0.17% | 93 |
|
|
2019
Q4 | $1.52M | Sell |
9,740
-168
| -2% | -$26.1K | 0.32% | 72 |
|
|
2019
Q3 | $1.6M | Buy |
+9,908
| New | +$1.6M | 0.37% | 65 |
|