JFS 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 | $111K | Buy |
382
+5
| +1% | +$1.45K | 0.01% | 360 |
|
|
2025
Q1 | $114K | Hold |
377
| – | – | 0.01% | 356 |
|
|
2024
Q4 | $104K | Hold |
377
| – | – | 0.01% | 359 |
|
|
2024
Q3 | $109K | Buy |
377
+3
| +0.8% | +$865 | 0.01% | 354 |
|
|
2024
Q2 | $95.4K | Sell |
374
-3
| -0.8% | -$765 | 0.01% | 316 |
|
|
2024
Q1 | $97.7K | Sell |
377
-17
| -4% | -$4.41K | 0.01% | 318 |
|
|
2023
Q4 | $89K | Buy |
394
+21
| +6% | +$4.75K | 0.01% | 325 |
|
|
2023
Q3 | $77.7K | Buy |
373
+14
| +4% | +$2.92K | 0.01% | 311 |
|
|
2023
Q2 | $69.1K | Buy |
359
+10
| +3% | +$1.93K | 0.01% | 326 |
|
|
2023
Q1 | $67.8K | Sell |
349
-15
| -4% | -$2.91K | 0.01% | 327 |
|
|
2022
Q4 | $80.3K | Buy |
364
+9
| +3% | +$1.99K | 0.01% | 309 |
|
|
2022
Q3 | $65K | Sell |
355
-20
| -5% | -$3.66K | 0.01% | 335 |
|
|
2022
Q2 | $74K | Buy |
375
+19
| +5% | +$3.75K | 0.01% | 331 |
|
|
2022
Q1 | $76K | Sell |
356
-224
| -39% | -$47.8K | 0.01% | 341 |
|
|
2021
Q4 | $112K | Buy |
580
+31
| +6% | +$5.99K | 0.01% | 290 |
|
|
2021
Q3 | $95K | Buy |
549
+18
| +3% | +$3.12K | 0.01% | 320 |
|
|
2021
Q2 | $84K | Hold |
531
| – | – | 0.01% | 234 |
|
|
2021
Q1 | $84K | Hold |
531
| – | – | 0.02% | 210 |
|
|
2020
Q4 | $82K | Buy |
531
+78
| +17% | +$12K | 0.02% | 204 |
|
|
2020
Q3 | $53K | Sell |
453
-300
| -40% | -$35.1K | 0.01% | 230 |
|
|
2020
Q2 | $95K | Buy |
753
+300
| +66% | +$37.8K | 0.02% | 186 |
|
|
2020
Q1 | $51K | Hold |
453
| – | – | 0.02% | 217 |
|
|
2019
Q4 | $71K | Hold |
453
| – | – | 0.02% | 219 |
|
|
2019
Q3 | $73K | Hold |
453
| – | – | 0.02% | 216 |
|
|
2019
Q2 | $67K | Sell |
453
-37
| -8% | -$5.47K | 0.02% | 221 |
|
|
2019
Q1 | $69K | Buy |
490
+37
| +8% | +$5.21K | 0.02% | 209 |
|
|
2018
Q4 | $59K | Sell |
453
-60
| -12% | -$7.82K | 0.02% | 213 |
|
|
2018
Q3 | $69K | Sell |
513
-42
| -8% | -$5.65K | 0.02% | 225 |
|
|
2018
Q2 | $70K | Buy |
555
+48
| +9% | +$6.05K | 0.02% | 219 |
|
|
2018
Q1 | $69K | Hold |
507
| – | – | 0.02% | 222 |
|
|
2017
Q4 | $74K | Buy |
507
+71
| +16% | +$10.4K | 0.02% | 221 |
|
|
2017
Q3 | $62K | Hold |
436
| – | – | 0.02% | 222 |
|
|
2017
Q2 | $63K | Buy |
436
+60
| +16% | +$8.67K | 0.02% | 205 |
|
|
2017
Q1 | $50K | Hold |
376
| – | – | 0.01% | 221 |
|
|
2016
Q4 | $50K | Hold |
376
| – | – | 0.01% | 221 |
|
|
2016
Q3 | $47K | Hold |
376
| – | – | 0.01% | 245 |
|
|
2016
Q2 | $49K | Sell |
376
-28
| -7% | -$3.65K | 0.01% | 260 |
|
|
2016
Q1 | $48K | Buy |
404
+28
| +7% | +$3.33K | 0.01% | 240 |
|
|
2015
Q4 | $44K | Hold |
376
| – | – | 0.01% | 258 |
|
|
2015
Q3 | $39K | Sell |
376
-73
| -16% | -$7.57K | 0.02% | 230 |
|
|
2015
Q2 | $46K | Sell |
449
-13
| -3% | -$1.33K | 0.02% | 194 |
|
|
2015
Q1 | $52K | Hold |
462
| – | – | 0.02% | 180 |
|
|
2014
Q4 | $53K | Buy |
462
+1
| +0.2% | +$115 | 0.01% | 180 |
|
|
2014
Q3 | $48K | Sell |
461
-111
| -19% | -$11.6K | 0.01% | 182 |
|
|
2014
Q2 | $59K | Buy |
+572
| New | +$59K | 0.01% | 167 |
|