Mount Yale Investment Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Sell |
|
|||||
|
2025
Q1 | $454K | Sell |
|
|||||
|
2024
Q4 | $497K | Sell |
|
|||||
|
2024
Q3 | $693K | Sell |
|
|||||
|
2024
Q2 | $631K | Sell |
|
|||||
|
2024
Q1 | $645K | Sell |
|
|||||
|
2023
Q4 | $792K | Sell |
|
|||||
|
2023
Q3 | $1.48M | Buy |
|
|||||
|
2023
Q2 | $1.33M | Sell |
|
|||||
|
2023
Q1 | $1.75M | Sell |
|
|||||
|
2022
Q4 | $2.03M | Buy |
|
|||||
|
2022
Q3 | $1.65M | Sell |
|
|||||
|
2022
Q2 | $1.79M | Sell |
|
|||||
|
2022
Q1 | $2.2M | Sell |
|
|||||
|
2021
Q4 | $2.01M | Sell |
|
|||||
|
2021
Q3 | $7.95M | Sell |
|
|||||
|
2021
Q2 | $7.51M | Buy |
|
|||||
|
2021
Q1 | $7.43M | Buy |
|
|||||
|
2020
Q4 | $1.69M | Buy |
|
|||||
|
2020
Q3 | $1.23M | Buy |
|
|||||
|
2020
Q2 | $1.13M | Sell |
|
|||||
|
2020
Q1 | $2.73M | Buy |
|
|||||
|
2019
Q4 | $3.67M | Buy |
|
|||||
|
2019
Q3 | $3.42M | Sell |
|
|||||
|
2019
Q2 | $3.5M | Buy |
|
|||||
|
2019
Q1 | $2.96M | Sell |
|
|||||
|
2018
Q4 | $2.95M | Sell |
|
|||||
|
2018
Q3 | $4.41M | Buy |
|
|||||
|
2018
Q2 | $4.09M | Buy |
|
|||||
|
2018
Q1 | $4.02M | Buy |
|