J.W. Coons 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 | $1.96M | Hold |
6,758
| – | – | 0.44% | 60 |
|
|
2025
Q1 | $2.04M | Buy |
6,758
+100
| +2% | +$30.2K | 0.54% | 49 |
|
|
2024
Q4 | $1.84M | Hold |
6,658
| – | – | 0.47% | 54 |
|
|
2024
Q3 | $1.92M | Hold |
6,658
| – | – | 0.48% | 55 |
|
|
2024
Q2 | $1.7M | Hold |
6,658
| – | – | 0.41% | 58 |
|
|
2024
Q1 | $1.73M | Hold |
6,658
| – | – | 0.39% | 59 |
|
|
2023
Q4 | $1.5M | Hold |
6,658
| – | – | 0.41% | 60 |
|
|
2023
Q3 | $1.39M | Sell |
6,658
-1,042
| -14% | -$217K | 0.4% | 60 |
|
|
2023
Q2 | $1.48M | Hold |
7,700
| – | – | 0.41% | 58 |
|
|
2023
Q1 | $1.5M | Hold |
7,700
| – | – | 0.43% | 57 |
|
|
2022
Q4 | $1.7M | Buy |
7,700
+1,684
| +28% | +$371K | 0.51% | 51 |
|
|
2022
Q3 | $1.09M | Buy |
6,016
+1,042
| +21% | +$189K | 0.41% | 70 |
|
|
2022
Q2 | $977K | Hold |
4,974
| – | – | 0.35% | 75 |
|
|
2022
Q1 | $1.06M | Buy |
4,974
+1,103
| +28% | +$236K | 0.32% | 80 |
|
|
2021
Q4 | $746K | Hold |
3,871
| – | – | 0.23% | 111 |
|
|
2021
Q3 | $669K | Hold |
3,871
| – | – | 0.23% | 111 |
|
|
2021
Q2 | $616K | Hold |
3,871
| – | – | 0.22% | 120 |
|
|
2021
Q1 | $612K | Sell |
3,871
-50
| -1% | -$7.91K | 0.22% | 121 |
|
|
2020
Q4 | $602K | Sell |
3,921
-50
| -1% | -$7.68K | 0.23% | 109 |
|
|
2020
Q3 | $463K | Sell |
3,971
-280
| -7% | -$32.6K | 0.19% | 124 |
|
|
2020
Q2 | $540K | Sell |
4,251
-304
| -7% | -$38.6K | 0.24% | 109 |
|
|
2020
Q1 | $508K | Buy |
+4,555
| New | +$508K | 0.27% | 101 |
|