KIA
KCM Investment Advisors’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.88M | Buy |
16,859
+486
| +3% | +$141K | 0.16% | 95 |
|
|
2025
Q1 | $4.94M | Sell |
16,373
-254
| -2% | -$76.7K | 0.18% | 93 |
|
|
2024
Q4 | $4.59M | Buy |
16,627
+299
| +2% | +$82.6K | 0.16% | 101 |
|
|
2024
Q3 | $4.71M | Buy |
16,328
+2,532
| +18% | +$730K | 0.16% | 100 |
|
|
2024
Q2 | $3.52M | Sell |
13,796
-29
| -0.2% | -$7.4K | 0.13% | 114 |
|
|
2024
Q1 | $3.58M | Buy |
13,825
+291
| +2% | +$75.4K | 0.13% | 117 |
|
|
2023
Q4 | $3.06M | Sell |
13,534
-1,410
| -9% | -$319K | 0.12% | 123 |
|
|
2023
Q3 | $3.11M | Sell |
14,944
-2,293
| -13% | -$477K | 0.13% | 120 |
|
|
2023
Q2 | $3.32M | Buy |
17,237
+729
| +4% | +$140K | 0.13% | 123 |
|
|
2023
Q1 | $3.21M | Sell |
16,508
-3,933
| -19% | -$764K | 0.13% | 126 |
|
|
2022
Q4 | $4.51M | Buy |
20,441
+1,185
| +6% | +$261K | 0.19% | 106 |
|
|
2022
Q3 | $3.5M | Buy |
19,256
+3,797
| +25% | +$691K | 0.16% | 116 |
|
|
2022
Q2 | $3.04M | Buy |
15,459
+5,624
| +57% | +$1.11M | 0.13% | 124 |
|
|
2022
Q1 | $2.1M | Buy |
9,835
+1,870
| +23% | +$400K | 0.08% | 163 |
|
|
2021
Q4 | $1.54M | Buy |
7,965
+623
| +8% | +$120K | 0.05% | 189 |
|
|
2021
Q3 | $1.27M | Buy |
7,342
+206
| +3% | +$35.7K | 0.05% | 188 |
|
|
2021
Q2 | $1.13M | Buy |
7,136
+910
| +15% | +$145K | 0.05% | 194 |
|
|
2021
Q1 | $984K | Buy |
6,226
+521
| +9% | +$82.3K | 0.04% | 202 |
|
|
2020
Q4 | $878K | Sell |
5,705
-145
| -2% | -$22.3K | 0.04% | 197 |
|
|
2020
Q3 | $679K | Sell |
5,850
-154
| -3% | -$17.9K | 0.04% | 195 |
|
|
2020
Q2 | $760K | Sell |
6,004
-66
| -1% | -$8.35K | 0.04% | 196 |
|
|
2020
Q1 | $678K | Sell |
6,070
-42
| -0.7% | -$4.69K | 0.05% | 189 |
|
|
2019
Q4 | $951K | Hold |
6,112
| – | – | 0.05% | 184 |
|
|
2019
Q3 | $987K | Hold |
6,112
| – | – | 0.06% | 173 |
|
|
2019
Q2 | $900K | Sell |
6,112
-438
| -7% | -$64.5K | 0.05% | 181 |
|
|
2019
Q1 | $918K | Sell |
6,550
-132
| -2% | -$18.5K | 0.06% | 177 |
|
|
2018
Q4 | $863K | Sell |
6,682
-104
| -2% | -$13.4K | 0.06% | 243 |
|
|
2018
Q3 | $907K | Sell |
6,786
-4,731
| -41% | -$632K | 0.05% | 255 |
|
|
2018
Q2 | $1.46M | Sell |
11,517
-6,223
| -35% | -$791K | 0.09% | 190 |
|
|
2018
Q1 | $2.43M | Sell |
17,740
-776
| -4% | -$106K | 0.15% | 145 |
|
|
2017
Q4 | $2.71M | Sell |
18,516
-1,232
| -6% | -$180K | 0.16% | 140 |
|
|
2017
Q3 | $2.82M | Buy |
19,748
+49
| +0.2% | +$6.99K | 0.17% | 140 |
|
|
2017
Q2 | $2.86M | Sell |
19,699
-808
| -4% | -$117K | 0.18% | 138 |
|
|
2017
Q1 | $2.79M | Sell |
20,507
-1,112
| -5% | -$152K | 0.18% | 138 |
|
|
2016
Q4 | $2.86M | Sell |
21,619
-571
| -3% | -$75.4K | 0.19% | 131 |
|
|
2016
Q3 | $2.79M | Sell |
22,190
-136
| -0.6% | -$17.1K | 0.19% | 129 |
|
|
2016
Q2 | $2.92M | Buy |
22,326
+334
| +2% | +$43.7K | 0.2% | 128 |
|
|
2016
Q1 | $2.62M | Buy |
+21,992
| New | +$2.62M | 0.19% | 132 |
|
|
2015
Q3 | – | Sell |
-2,620
| Closed | -$266K | – | 522 |
|
|
2015
Q2 | $266K | Buy |
+2,620
| New | +$266K | 0.02% | 461 |
|