Meridian Wealth 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 | $987K | Sell |
3,405
-291
| -8% | -$84.3K | 0.16% | 84 |
|
|
2025
Q1 | $1.12M | Sell |
3,696
-94
| -2% | -$28.4K | 0.19% | 73 |
|
|
2024
Q4 | $1.05M | Sell |
3,790
-212
| -5% | -$58.6K | 0.17% | 79 |
|
|
2024
Q3 | $1.15M | Sell |
4,002
-659
| -14% | -$190K | 0.19% | 75 |
|
|
2024
Q2 | $1.19M | Buy |
4,661
+92
| +2% | +$23.5K | 0.21% | 72 |
|
|
2024
Q1 | $1.18M | Buy |
4,569
+2
| +0% | +$518 | 0.22% | 72 |
|
|
2023
Q4 | $1.03M | Buy |
4,567
+1
| +0% | +$226 | 0.23% | 76 |
|
|
2023
Q3 | $951K | Sell |
4,566
-28
| -0.6% | -$5.83K | 0.24% | 76 |
|
|
2023
Q2 | $885K | Sell |
4,594
-607
| -12% | -$117K | 0.21% | 80 |
|
|
2023
Q1 | $1.01M | Buy |
5,201
+13
| +0.3% | +$2.52K | 0.25% | 76 |
|
|
2022
Q4 | $1.14M | Buy |
5,188
+2
| +0% | +$441 | 0.29% | 72 |
|
|
2022
Q3 | $943K | Buy |
5,186
+325
| +7% | +$59.1K | 0.27% | 75 |
|
|
2022
Q2 | $956K | Buy |
4,861
+307
| +7% | +$60.4K | 0.25% | 79 |
|
|
2022
Q1 | $974K | Sell |
4,554
-194
| -4% | -$41.5K | 0.23% | 88 |
|
|
2021
Q4 | $918K | Buy |
4,748
+16
| +0.3% | +$3.09K | 0.22% | 90 |
|
|
2021
Q3 | $821K | Buy |
4,732
+67
| +1% | +$11.6K | 0.23% | 86 |
|
|
2021
Q2 | $741K | Buy |
4,665
+380
| +9% | +$60.4K | 0.21% | 92 |
|
|
2021
Q1 | $677K | Buy |
4,285
+52
| +1% | +$8.22K | 0.22% | 88 |
|
|
2020
Q4 | $651K | Buy |
4,233
+70
| +2% | +$10.8K | 0.24% | 89 |
|
|
2020
Q3 | $483K | Sell |
4,163
-526
| -11% | -$61K | 0.21% | 100 |
|
|
2020
Q2 | $594K | Buy |
4,689
+15
| +0.3% | +$1.9K | 0.27% | 78 |
|
|
2020
Q1 | $522K | Sell |
4,674
-830
| -15% | -$92.7K | 0.29% | 72 |
|
|
2019
Q4 | $857K | Sell |
5,504
-80
| -1% | -$12.5K | 0.34% | 59 |
|
|
2019
Q3 | $901K | Buy |
5,584
+219
| +4% | +$35.3K | 0.39% | 56 |
|
|
2019
Q2 | $809K | Buy |
5,365
+19
| +0.4% | +$2.87K | 0.56% | 38 |
|
|
2019
Q1 | $749K | Sell |
5,346
-755
| -12% | -$106K | 0.55% | 39 |
|
|
2018
Q4 | $788K | Buy |
+6,101
| New | +$788K | 0.61% | 35 |
|