Legacy Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,413
| Closed | -$428K | – | 80 |
|
|
2025
Q1 | $428K | Buy |
1,413
+200
| +16% | +$60.6K | 0.04% | 286 |
|
|
2024
Q4 | $336K | Buy |
1,213
+31
| +3% | +$8.59K | 0.03% | 298 |
|
|
2024
Q3 | $342K | Buy |
1,182
+56
| +5% | +$16.2K | 0.04% | 282 |
|
|
2024
Q2 | $288K | Buy |
1,126
+48
| +4% | +$12.3K | 0.04% | 262 |
|
|
2024
Q1 | $280K | Sell |
1,078
-341
| -24% | -$88.7K | 0.04% | 257 |
|
|
2023
Q4 | $322K | Sell |
1,419
-238
| -14% | -$54K | 0.04% | 232 |
|
|
2023
Q3 | $346K | Buy |
1,657
+190
| +13% | +$39.7K | 0.06% | 218 |
|
|
2023
Q2 | $282K | Sell |
1,467
-240
| -14% | -$46.2K | 0.04% | 226 |
|
|
2023
Q1 | $333K | Buy |
1,707
+121
| +8% | +$23.6K | 0.06% | 191 |
|
|
2022
Q4 | $351K | Buy |
1,586
+313
| +25% | +$69.3K | 0.06% | 176 |
|
|
2022
Q3 | $233K | Buy |
1,273
+1
| +0.1% | +$183 | 0.05% | 198 |
|
|
2022
Q2 | $252K | Sell |
1,272
-160
| -11% | -$31.7K | 0.05% | 184 |
|
|
2022
Q1 | $308K | Buy |
+1,432
| New | +$308K | 0.06% | 162 |
|
|
2019
Q3 | – | Sell |
-530
| Closed | -$78K | – | 147 |
|
|
2019
Q2 | $78K | Buy |
530
+270
| +104% | +$39.7K | 0.05% | 175 |
|
|
2019
Q1 | $36K | Buy |
+260
| New | +$36K | 0.01% | 238 |
|
|
2018
Q4 | – | Sell |
-856
| Closed | -$115K | – | 164 |
|
|
2018
Q3 | $115K | Buy |
856
+806
| +1,612% | +$108K | 0.06% | 172 |
|
|
2018
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 335 |
|
|
2018
Q1 | $7K | Buy |
+50
| New | +$7K | 0.01% | 288 |
|
|
2017
Q4 | – | Sell |
-41
| Closed | -$5K | – | 358 |
|
|
2017
Q3 | $5K | Buy |
+41
| New | +$5K | 0.01% | 286 |
|