Kingsview Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
5,070
-60
| -1% | -$17.4K | 0.02% | 488 |
|
|
2025
Q1 | $1.55M | Sell |
5,130
-1,011
| -16% | -$305K | 0.03% | 441 |
|
|
2024
Q4 | $1.7M | Buy |
6,141
+98
| +2% | +$27.1K | 0.03% | 423 |
|
|
2024
Q3 | $1.74M | Buy |
6,043
+686
| +13% | +$198K | 0.04% | 405 |
|
|
2024
Q2 | $1.37M | Buy |
5,357
+54
| +1% | +$13.8K | 0.03% | 435 |
|
|
2024
Q1 | $1.37M | Buy |
5,303
+1,067
| +25% | +$276K | 0.03% | 421 |
|
|
2023
Q4 | $957K | Sell |
4,236
-34
| -0.8% | -$7.68K | 0.03% | 480 |
|
|
2023
Q3 | $889K | Buy |
4,270
+298
| +8% | +$62K | 0.03% | 467 |
|
|
2023
Q2 | $765K | Buy |
3,972
+158
| +4% | +$30.4K | 0.03% | 486 |
|
|
2023
Q1 | $741K | Sell |
3,814
-611
| -14% | -$119K | 0.03% | 471 |
|
|
2022
Q4 | $976K | Sell |
4,425
-402
| -8% | -$88.7K | 0.04% | 349 |
|
|
2022
Q3 | $878K | Buy |
4,827
+750
| +18% | +$136K | 0.04% | 355 |
|
|
2022
Q2 | $801K | Sell |
4,077
-4,041
| -50% | -$794K | 0.04% | 420 |
|
|
2022
Q1 | $1.74M | Buy |
8,118
+4,108
| +102% | +$879K | 0.08% | 262 |
|
|
2021
Q4 | $775K | Sell |
4,010
-34
| -0.8% | -$6.57K | 0.03% | 464 |
|
|
2021
Q3 | $702K | Buy |
4,044
+132
| +3% | +$22.9K | 0.03% | 468 |
|
|
2021
Q2 | $633K | Sell |
3,912
-5
| -0.1% | -$809 | 0.03% | 497 |
|
|
2021
Q1 | $623K | Sell |
3,917
-133
| -3% | -$21.2K | 0.04% | 460 |
|
|
2020
Q4 | $623K | Buy |
4,050
+244
| +6% | +$37.5K | 0.05% | 397 |
|
|
2020
Q3 | $442K | Sell |
3,806
-1,067
| -22% | -$124K | 0.04% | 390 |
|
|
2020
Q2 | $617K | Buy |
4,873
+387
| +9% | +$49K | 0.06% | 288 |
|
|
2020
Q1 | $501K | Buy |
4,486
+866
| +24% | +$96.7K | 0.07% | 266 |
|
|
2019
Q4 | $564K | Buy |
3,620
+569
| +19% | +$88.7K | 0.07% | 262 |
|
|
2019
Q3 | $493K | Buy |
3,051
+1,008
| +49% | +$163K | 0.08% | 255 |
|
|
2019
Q2 | $301K | Buy |
+2,043
| New | +$301K | 0.05% | 321 |
|
|
2018
Q3 | – | Sell |
-3,055
| Closed | -$388K | – | 356 |
|
|
2018
Q2 | $388K | Hold |
3,055
| – | – | 0.09% | 232 |
|
|
2018
Q1 | $418K | Buy |
3,055
+425
| +16% | +$58.2K | 0.1% | 217 |
|
|
2017
Q4 | $384K | Buy |
+2,630
| New | +$384K | 0.14% | 206 |
|