Icon 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 | $997K | Buy |
3,441
+41
| +1% | +$11.9K | 0.07% | 167 |
|
|
2025
Q1 | $1.03M | Buy |
3,400
+1,001
| +42% | +$302K | 0.08% | 149 |
|
|
2024
Q4 | $663K | Hold |
2,399
| – | – | 0.05% | 183 |
|
|
2024
Q3 | $692K | Buy |
2,399
+22
| +0.9% | +$6.35K | 0.06% | 176 |
|
|
2024
Q2 | $655K | Buy |
2,377
+1,461
| +159% | +$403K | 0.06% | 176 |
|
|
2024
Q1 | $237K | Buy |
916
+329
| +56% | +$85.3K | 0.02% | 316 |
|
|
2023
Q4 | $133K | Buy |
+587
| New | +$133K | 0.01% | 382 |
|