IFP 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 | $1.17M | Buy |
3,971
+339
| +9% | +$99.8K | 0.03% | 530 |
|
|
2025
Q1 | $1.1M | Sell |
3,632
-176
| -5% | -$53.2K | 0.03% | 529 |
|
|
2024
Q4 | $1.05M | Buy |
3,808
+1,965
| +107% | +$543K | 0.03% | 511 |
|
|
2024
Q3 | $531K | Buy |
1,843
+819
| +80% | +$236K | 0.02% | 682 |
|
|
2024
Q2 | $261K | Buy |
1,024
+266
| +35% | +$67.9K | 0.01% | 905 |
|
|
2024
Q1 | $197K | Buy |
758
+9
| +1% | +$2.33K | 0.01% | 1008 |
|
|
2023
Q4 | $169K | Sell |
749
-337
| -31% | -$76.2K | 0.01% | 1022 |
|
|
2023
Q3 | $226K | Buy |
1,086
+280
| +35% | +$58.3K | 0.01% | 911 |
|
|
2023
Q2 | $155K | Buy |
806
+137
| +20% | +$26.4K | 0.01% | 1138 |
|
|
2023
Q1 | $87.5K | Sell |
669
-2,757
| -80% | -$361K | ﹤0.01% | 1317 |
|
|
2022
Q4 | $470K | Sell |
3,426
-728
| -18% | -$99.9K | 0.01% | 916 |
|
|
2022
Q3 | $552K | Buy |
4,154
+639
| +18% | +$84.9K | 0.01% | 879 |
|
|
2022
Q2 | $469K | Hold |
3,515
| – | – | 0.02% | 885 |
|
|
2022
Q1 | $469K | Buy |
3,515
+2,064
| +142% | +$275K | 0.02% | 885 |
|
|
2021
Q4 | $284K | Sell |
1,451
-2,077
| -59% | -$407K | 0.01% | 792 |
|
|
2021
Q3 | $677K | Buy |
3,528
+1,316
| +59% | +$253K | 0.01% | 481 |
|
|
2021
Q2 | $353K | Sell |
2,212
-872
| -28% | -$139K | 0.01% | 666 |
|
|
2021
Q1 | $490K | Buy |
3,084
+700
| +29% | +$111K | 0.01% | 527 |
|
|
2020
Q4 | $371K | Sell |
2,384
-500
| -17% | -$77.8K | 0.02% | 589 |
|
|
2020
Q3 | $337K | Buy |
2,884
+712
| +33% | +$83.2K | 0.02% | 538 |
|
|
2020
Q2 | $277K | Sell |
2,172
-48
| -2% | -$6.12K | 0.02% | 561 |
|
|
2020
Q1 | $242K | Buy |
2,220
+29
| +1% | +$3.16K | 0.02% | 517 |
|
|
2019
Q4 | $347K | Sell |
2,191
-772
| -26% | -$122K | 0.03% | 506 |
|
|
2019
Q3 | $476K | Buy |
+2,963
| New | +$476K | 0.03% | 506 |
|
|
2019
Q1 | $54K | Sell |
386
-2,146
| -85% | -$300K | 0.01% | 933 |
|
|
2018
Q4 | $324K | Sell |
2,532
-628
| -20% | -$80.4K | 0.02% | 684 |
|
|
2018
Q3 | $422K | Buy |
3,160
+155
| +5% | +$20.7K | 0.02% | 743 |
|
|
2018
Q2 | $382K | Sell |
3,005
-707
| -19% | -$89.9K | 0.02% | 770 |
|
|
2018
Q1 | $542K | Hold |
3,712
| – | – | 0.02% | 589 |
|
|
2017
Q4 | $542K | Buy |
3,712
+261
| +8% | +$38.1K | 0.02% | 588 |
|
|
2017
Q3 | $492K | Sell |
3,451
-236
| -6% | -$33.6K | 0.02% | 698 |
|
|
2017
Q2 | $536K | Sell |
3,687
-177
| -5% | -$25.7K | 0.02% | 654 |
|
|
2017
Q1 | $526K | Buy |
3,864
+49
| +1% | +$6.67K | 0.02% | 650 |
|
|
2016
Q4 | $504K | Buy |
3,815
+465
| +14% | +$61.4K | 0.02% | 610 |
|
|
2016
Q3 | $421K | Sell |
3,350
-689
| -17% | -$86.6K | 0.02% | 628 |
|
|
2016
Q2 | $528K | Buy |
4,039
+3,653
| +946% | +$478K | 0.03% | 525 |
|
|
2016
Q1 | $54K | Sell |
386
-3,404
| -90% | -$476K | 0.01% | 933 |
|
|
2015
Q4 | $454K | Buy |
+3,790
| New | +$454K | 0.03% | 522 |
|