Lederer & Associates Investment Counsel’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Sell |
7,545
-25
| -0.3% | -$7.24K | 1.45% | 16 |
|
|
2025
Q1 | $2.29M | Buy |
7,570
+128
| +2% | +$38.7K | 1.67% | 15 |
|
|
2024
Q4 | $2.06M | Sell |
7,442
-189
| -2% | -$52.2K | 1.44% | 15 |
|
|
2024
Q3 | $2.2M | Sell |
7,631
-103
| -1% | -$29.7K | 1.55% | 17 |
|
|
2024
Q2 | $1.97M | Sell |
7,734
-1,430
| -16% | -$365K | 1.43% | 21 |
|
|
2024
Q1 | $2.38M | Sell |
9,164
-456
| -5% | -$118K | 1.65% | 14 |
|
|
2023
Q4 | $2.17M | Sell |
9,620
-18
| -0.2% | -$4.07K | 1.61% | 17 |
|
|
2023
Q3 | $2.01M | Sell |
9,638
-148
| -2% | -$30.8K | 1.59% | 17 |
|
|
2023
Q2 | $1.88M | Sell |
9,786
-87
| -0.9% | -$16.7K | 1.42% | 25 |
|
|
2023
Q1 | $1.92M | Sell |
9,873
-966
| -9% | -$188K | 1.48% | 22 |
|
|
2022
Q4 | $2.39M | Sell |
10,839
-220
| -2% | -$48.5K | 1.95% | 13 |
|
|
2022
Q3 | $2.01M | Sell |
11,059
-101
| -0.9% | -$18.4K | 1.7% | 17 |
|
|
2022
Q2 | $2.19M | Sell |
11,160
-1,687
| -13% | -$332K | 1.69% | 17 |
|
|
2022
Q1 | $2.75M | Sell |
12,847
-282
| -2% | -$60.3K | 1.68% | 17 |
|
|
2021
Q4 | $2.54M | Buy |
13,129
+65
| +0.5% | +$12.6K | 1.47% | 23 |
|
|
2021
Q3 | $2.27M | Buy |
13,064
+142
| +1% | +$24.6K | 1.46% | 26 |
|
|
2021
Q2 | $2.05M | Buy |
12,922
+549
| +4% | +$87.3K | 1.37% | 30 |
|
|
2021
Q1 | $1.95M | Sell |
12,373
-1,777
| -13% | -$281K | 1.38% | 29 |
|
|
2020
Q4 | $2.18M | Buy |
14,150
+167
| +1% | +$25.7K | 1.67% | 23 |
|
|
2020
Q3 | $1.62M | Buy |
13,983
+379
| +3% | +$44K | 1.35% | 31 |
|
|
2020
Q2 | $1.72M | Buy |
13,604
+1,978
| +17% | +$251K | 1.61% | 24 |
|
|
2020
Q1 | $1.3M | Sell |
11,626
-89
| -0.8% | -$9.94K | 1.47% | 31 |
|
|
2019
Q4 | $1.82M | Buy |
11,715
+170
| +1% | +$26.5K | 1.58% | 26 |
|
|
2019
Q3 | $1.86M | Buy |
+11,545
| New | +$1.86M | 1.78% | 20 |
|