LJAC
L.J. Altfest & Co’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
873
+46
| +6% | +$13.3K | 0.03% | 298 |
|
|
2025
Q1 | $250K | Sell |
827
-878
| -51% | -$265K | 0.03% | 293 |
|
|
2024
Q4 | $215K | Buy |
1,705
+776
| +84% | +$97.7K | 0.03% | 305 |
|
|
2024
Q3 | $268K | Sell |
929
-20
| -2% | -$5.77K | 0.04% | 288 |
|
|
2024
Q2 | $242K | Sell |
949
-9
| -0.9% | -$2.3K | 0.03% | 281 |
|
|
2024
Q1 | $248K | Sell |
958
-13
| -1% | -$3.37K | 0.04% | 283 |
|
|
2023
Q4 | $219K | Sell |
971
-6
| -0.6% | -$1.35K | 0.03% | 282 |
|
|
2023
Q3 | $203K | Buy |
+977
| New | +$203K | 0.03% | 281 |
|
|
2019
Q1 | – | Sell |
-7,621
| Closed | -$984K | – | 181 |
|
|
2018
Q4 | $984K | Sell |
7,621
-141
| -2% | -$18.2K | 0.27% | 53 |
|
|
2018
Q3 | $1.04M | Sell |
7,762
-56
| -0.7% | -$7.48K | 0.3% | 59 |
|
|
2018
Q2 | $993K | Sell |
7,818
-210
| -3% | -$26.7K | 0.37% | 56 |
|
|
2018
Q1 | $1.1M | Buy |
8,028
+10
| +0.1% | +$1.37K | 0.47% | 47 |
|
|
2017
Q4 | $1.17M | Sell |
8,018
-42
| -0.5% | -$6.14K | 0.45% | 52 |
|
|
2017
Q3 | $1.15M | Sell |
8,060
-4,224
| -34% | -$602K | 0.56% | 49 |
|
|
2017
Q2 | $1.79M | Sell |
12,284
-182
| -1% | -$26.5K | 1.08% | 22 |
|
|
2017
Q1 | $1.7M | Sell |
12,466
-86
| -0.7% | -$11.7K | 0.67% | 33 |
|
|
2016
Q4 | $1.66M | Buy |
+12,552
| New | +$1.66M | 0.83% | 29 |
|
|
2016
Q1 | – | Sell |
-14,267
| Closed | -$1.67M | – | 86 |
|
|
2015
Q4 | $1.67M | Sell |
14,267
-443
| -3% | -$51.8K | 1.63% | 18 |
|
|
2015
Q3 | $1.52M | Sell |
14,710
-3
| -0% | -$310 | 1.5% | 23 |
|
|
2015
Q2 | $1.5M | Sell |
14,713
-160
| -1% | -$16.3K | 1.37% | 28 |
|
|
2015
Q1 | $1.66M | Buy |
14,873
+215
| +1% | +$24K | 1.54% | 22 |
|
|
2014
Q4 | $1.68M | Buy |
+14,658
| New | +$1.68M | 1.38% | 28 |
|