Journey Advisory Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Hold |
5,847
| – | – | 0.13% | 133 |
|
|
2025
Q1 | $1.77M | Sell |
5,847
-37
| -0.6% | -$11.2K | 0.14% | 116 |
|
|
2024
Q4 | $1.5M | Hold |
5,884
| – | – | 0.18% | 89 |
|
|
2024
Q3 | $1.5M | Hold |
5,884
| – | – | 0.18% | 89 |
|
|
2024
Q2 | $1.5M | Sell |
5,884
-593
| -9% | -$151K | 0.18% | 89 |
|
|
2024
Q1 | $1.68M | Sell |
6,477
-10
| -0.2% | -$2.59K | 0.21% | 92 |
|
|
2023
Q4 | $1.47M | Sell |
6,487
-90
| -1% | -$20.3K | 0.2% | 94 |
|
|
2023
Q3 | $1.37M | Buy |
6,577
+394
| +6% | +$82K | 0.2% | 95 |
|
|
2023
Q2 | $1.19M | Sell |
6,183
-2,053
| -25% | -$395K | 0.18% | 99 |
|
|
2023
Q1 | $1.6M | Sell |
8,236
-2,860
| -26% | -$555K | 0.25% | 92 |
|
|
2022
Q4 | $2.45M | Sell |
11,096
-709
| -6% | -$156K | 0.61% | 46 |
|
|
2022
Q3 | $2.15M | Sell |
11,805
-650
| -5% | -$118K | 0.55% | 51 |
|
|
2022
Q2 | $2.3M | Buy |
12,455
+1,374
| +12% | +$254K | 0.53% | 49 |
|
|
2022
Q1 | $2.37M | Sell |
11,081
-535
| -5% | -$114K | 0.6% | 42 |
|
|
2021
Q4 | $2.25M | Buy |
11,616
+711
| +7% | +$137K | 0.62% | 42 |
|
|
2021
Q3 | $1.89M | Sell |
10,905
-2,858
| -21% | -$496K | 0.61% | 41 |
|
|
2021
Q2 | $2.19M | Sell |
13,763
-300
| -2% | -$47.7K | 0.69% | 38 |
|
|
2021
Q1 | $2.22M | Sell |
14,063
-31
| -0.2% | -$4.9K | 0.78% | 34 |
|
|
2020
Q4 | $2.17M | Buy |
+14,094
| New | +$2.17M | 0.81% | 34 |
|