Institutional & Family Asset Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.63K | Hold |
26
| – | – | ﹤0.01% | 461 |
|
|
2024
Q1 | $6.74K | Sell |
26
-5
| -16% | -$1.3K | ﹤0.01% | 457 |
|
|
2023
Q4 | $7.01K | Hold |
31
| – | – | ﹤0.01% | 440 |
|
|
2023
Q3 | $6.45K | Hold |
31
| – | – | ﹤0.01% | 428 |
|
|
2023
Q2 | $5.97K | Buy |
31
+6
| +24% | +$1.16K | ﹤0.01% | 453 |
|
|
2023
Q1 | $4.86K | Hold |
25
| – | – | ﹤0.01% | 482 |
|
|
2022
Q4 | $5.52K | Hold |
25
| – | – | ﹤0.01% | 455 |
|
|
2022
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 469 |
|
|
2022
Q2 | $5K | Hold |
25
| – | – | ﹤0.01% | 483 |
|
|
2022
Q1 | $5K | Hold |
25
| – | – | ﹤0.01% | 535 |
|
|
2021
Q4 | $5K | Hold |
25
| – | – | ﹤0.01% | 552 |
|
|
2021
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 691 |
|
|
2021
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 736 |
|
|
2021
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 708 |
|
|
2020
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 663 |
|
|
2020
Q3 | $3K | Sell |
25
-875
| -97% | -$105K | ﹤0.01% | 632 |
|
|
2020
Q2 | $114K | Sell |
900
-6
| -0.7% | -$760 | 0.02% | 220 |
|
|
2020
Q1 | $101K | Buy |
906
+8
| +0.9% | +$892 | 0.02% | 201 |
|
|
2019
Q4 | $140K | Sell |
898
-160
| -15% | -$24.9K | 0.03% | 197 |
|
|
2019
Q3 | $171K | Sell |
1,058
-10
| -0.9% | -$1.62K | 0.04% | 168 |
|
|
2019
Q2 | $157K | Sell |
1,068
-245
| -19% | -$36K | 0.03% | 180 |
|
|
2019
Q1 | $184K | Hold |
1,313
| – | – | 0.04% | 180 |
|
|
2018
Q4 | $170K | Hold |
1,313
| – | – | 0.04% | 177 |
|
|
2018
Q3 | $175K | Sell |
1,313
-23
| -2% | -$3.07K | 0.03% | 198 |
|
|
2018
Q2 | $170K | Buy |
1,336
+71
| +6% | +$9.03K | 0.04% | 196 |
|
|
2018
Q1 | $173K | Buy |
+1,265
| New | +$173K | 0.04% | 179 |
|