Legend Financial 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 | $18.3K | Buy |
+63
| New | +$18.3K | 0.01% | 91 |
|
|
2025
Q1 | – | Sell |
-63
| Closed | -$17.4K | – | 66 |
|
|
2024
Q4 | $17.4K | Hold |
63
| – | – | 0.01% | 92 |
|
|
2024
Q3 | $18.2K | Sell |
63
-78
| -55% | -$22.5K | 0.01% | 78 |
|
|
2024
Q2 | $36K | Sell |
141
-13
| -8% | -$3.32K | 0.03% | 71 |
|
|
2024
Q1 | $39.9K | Buy |
154
+50
| +48% | +$13K | 0.03% | 63 |
|
|
2023
Q4 | $23.5K | Buy |
104
+26
| +33% | +$5.88K | 0.02% | 84 |
|
|
2023
Q3 | $16.2K | Sell |
78
-111
| -59% | -$23.1K | 0.01% | 103 |
|
|
2023
Q2 | $36.4K | Buy |
189
+37
| +24% | +$7.13K | 0.03% | 74 |
|
|
2023
Q1 | $29.5K | Sell |
152
-37
| -20% | -$7.19K | 0.02% | 80 |
|
|
2022
Q4 | $41.7K | Buy |
189
+111
| +142% | +$24.5K | 0.04% | 75 |
|
|
2022
Q3 | $14.2K | Buy |
+78
| New | +$14.2K | 0.01% | 117 |
|