Monte Financial Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
5,382
+178
| +3% | +$51.6K | 0.61% | 50 |
|
|
2025
Q1 | $1.49M | Buy |
5,204
+83
| +2% | +$23.7K | 0.65% | 42 |
|
|
2024
Q4 | $1.41M | Sell |
5,121
-37
| -0.7% | -$10.2K | 0.61% | 43 |
|
|
2024
Q3 | $1.49M | Sell |
5,158
-5
| -0.1% | -$1.44K | 0.62% | 41 |
|
|
2024
Q2 | $1.32M | Buy |
5,163
+82
| +2% | +$20.9K | 0.58% | 46 |
|
|
2024
Q1 | $1.32M | Buy |
5,081
+37
| +0.7% | +$9.59K | 0.58% | 41 |
|
|
2023
Q4 | $1.14M | Buy |
5,044
+71
| +1% | +$16K | 0.53% | 47 |
|
|
2023
Q3 | $1.04M | Sell |
4,973
-12
| -0.2% | -$2.5K | 0.52% | 43 |
|
|
2023
Q2 | $960K | Buy |
4,985
+52
| +1% | +$10K | 0.47% | 50 |
|
|
2023
Q1 | $958K | Buy |
4,933
+723
| +17% | +$140K | 0.51% | 44 |
|
|
2022
Q4 | $929K | Buy |
4,210
+260
| +7% | +$57.4K | 0.48% | 41 |
|
|
2022
Q3 | $718K | Buy |
3,950
+70
| +2% | +$12.7K | 0.44% | 44 |
|
|
2022
Q2 | $763K | Sell |
3,880
-332
| -8% | -$65.3K | 0.45% | 41 |
|
|
2022
Q1 | $901K | Sell |
4,212
-79
| -2% | -$16.9K | 0.48% | 40 |
|
|
2021
Q4 | $830K | Buy |
4,291
+59
| +1% | +$11.4K | 0.44% | 46 |
|
|
2021
Q3 | $734K | Buy |
4,232
+280
| +7% | +$48.6K | 0.42% | 46 |
|
|
2021
Q2 | $628K | Buy |
3,952
+75
| +2% | +$11.9K | 0.36% | 53 |
|
|
2021
Q1 | $612K | Buy |
3,877
+1,143
| +42% | +$180K | 0.38% | 50 |
|
|
2020
Q4 | $421K | Buy |
+2,734
| New | +$421K | 0.29% | 55 |
|
|
2020
Q1 | – | Sell |
-4,329
| Closed | -$674K | – | 70 |
|
|
2019
Q4 | $674K | Buy |
4,329
+70
| +2% | +$10.9K | 0.5% | 43 |
|
|
2019
Q3 | $688K | Sell |
4,259
-2
| -0% | -$323 | 0.56% | 40 |
|
|
2019
Q2 | $628K | Sell |
4,261
-8
| -0.2% | -$1.18K | 0.53% | 40 |
|
|
2019
Q1 | $598K | Sell |
4,269
-23
| -0.5% | -$3.22K | 0.52% | 40 |
|
|
2018
Q4 | $554K | Sell |
4,292
-21
| -0.5% | -$2.71K | 0.59% | 38 |
|
|
2018
Q3 | $576K | Buy |
4,313
+395
| +10% | +$52.8K | 0.54% | 39 |
|
|
2018
Q2 | $498K | Buy |
3,918
+587
| +18% | +$74.6K | 0.51% | 38 |
|
|
2018
Q1 | $456K | Buy |
3,331
+1,003
| +43% | +$137K | 0.48% | 41 |
|
|
2017
Q4 | $340K | Buy |
+2,328
| New | +$340K | 0.35% | 49 |
|