Mount Yale Investment 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 | $418K | Sell |
1,443
-61
| -4% | -$17.7K | 0.03% | 380 |
|
|
2025
Q1 | $454K | Sell |
1,504
-296
| -16% | -$89.4K | 0.04% | 347 |
|
|
2024
Q4 | $497K | Sell |
1,800
-602
| -25% | -$166K | 0.04% | 342 |
|
|
2024
Q3 | $693K | Sell |
2,402
-70
| -3% | -$20.2K | 0.07% | 273 |
|
|
2024
Q2 | $631K | Sell |
2,472
-19
| -0.8% | -$4.85K | 0.05% | 299 |
|
|
2024
Q1 | $645K | Sell |
2,491
-1,011
| -29% | -$262K | 0.05% | 302 |
|
|
2023
Q4 | $792K | Sell |
3,502
-3,617
| -51% | -$818K | 0.08% | 238 |
|
|
2023
Q3 | $1.48M | Buy |
7,119
+209
| +3% | +$43.5K | 0.16% | 136 |
|
|
2023
Q2 | $1.33M | Sell |
6,910
-2,111
| -23% | -$407K | 0.14% | 151 |
|
|
2023
Q1 | $1.75M | Sell |
9,021
-196
| -2% | -$38.1K | 0.2% | 112 |
|
|
2022
Q4 | $2.03M | Buy |
9,217
+133
| +1% | +$29.3K | 0.23% | 103 |
|
|
2022
Q3 | $1.65M | Sell |
9,084
-11
| -0.1% | -$2K | 0.22% | 102 |
|
|
2022
Q2 | $1.79M | Sell |
9,095
-1,185
| -12% | -$233K | 0.23% | 105 |
|
|
2022
Q1 | $2.2M | Sell |
10,280
-102
| -1% | -$21.8K | 0.24% | 103 |
|
|
2021
Q4 | $2.01M | Sell |
10,382
-35,452
| -77% | -$6.85M | 0.21% | 116 |
|
|
2021
Q3 | $7.95M | Sell |
45,834
-1,450
| -3% | -$252K | 0.91% | 11 |
|
|
2021
Q2 | $7.52M | Buy |
47,284
+224
| +0.5% | +$35.6K | 0.91% | 15 |
|
|
2021
Q1 | $7.43M | Buy |
47,060
+36,099
| +329% | +$5.7M | 0.97% | 16 |
|
|
2020
Q4 | $1.69M | Buy |
10,961
+332
| +3% | +$51.1K | 0.24% | 97 |
|
|
2020
Q3 | $1.23M | Buy |
10,629
+1,715
| +19% | +$199K | 0.18% | 121 |
|
|
2020
Q2 | $1.13M | Sell |
8,914
-15,511
| -64% | -$1.96M | 0.2% | 112 |
|
|
2020
Q1 | $2.73M | Buy |
24,425
+301
| +1% | +$33.6K | 0.62% | 40 |
|
|
2019
Q4 | $3.67M | Buy |
24,124
+1,561
| +7% | +$237K | 0.64% | 36 |
|
|
2019
Q3 | $3.42M | Sell |
22,563
-127
| -0.6% | -$19.2K | 0.61% | 39 |
|
|
2019
Q2 | $3.5M | Buy |
22,690
+1,591
| +8% | +$245K | 0.65% | 39 |
|
|
2019
Q1 | $2.96M | Sell |
21,099
-1,508
| -7% | -$211K | 0.55% | 42 |
|
|
2018
Q4 | $2.95M | Sell |
22,607
-10,908
| -33% | -$1.42M | 0.6% | 38 |
|
|
2018
Q3 | $4.41M | Buy |
33,515
+1,285
| +4% | +$169K | 0.77% | 29 |
|
|
2018
Q2 | $4.09M | Buy |
32,230
+2,842
| +10% | +$361K | 0.77% | 33 |
|
|
2018
Q1 | $4.02M | Buy |
+29,388
| New | +$4.02M | 0.86% | 30 |
|