Mutual 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 | $801K | Buy |
2,977
+767
| +35% | +$206K | 0.02% | 598 |
|
|
2025
Q1 | $617K | Buy |
2,210
+139
| +7% | +$38.8K | 0.02% | 624 |
|
|
2024
Q4 | $567K | Buy |
2,071
+421
| +26% | +$115K | 0.02% | 661 |
|
|
2024
Q3 | $485K | Sell |
1,650
-52
| -3% | -$15.3K | 0.01% | 717 |
|
|
2024
Q2 | $463K | Buy |
1,702
+121
| +8% | +$32.9K | 0.01% | 732 |
|
|
2024
Q1 | $410K | Sell |
1,581
-319
| -17% | -$82.7K | 0.01% | 763 |
|
|
2023
Q4 | $429K | Buy |
1,900
+191
| +11% | +$43.2K | 0.01% | 699 |
|
|
2023
Q3 | $356K | Buy |
1,709
+12
| +0.7% | +$2.5K | 0.01% | 721 |
|
|
2023
Q2 | $327K | Buy |
1,697
+375
| +28% | +$72.2K | 0.01% | 779 |
|
|
2023
Q1 | $257K | Buy |
1,322
+114
| +9% | +$22.1K | 0.01% | 826 |
|
|
2022
Q4 | $267K | Sell |
1,208
-1,308
| -52% | -$289K | 0.01% | 777 |
|
|
2022
Q3 | $458K | Buy |
2,516
+464
| +23% | +$84.5K | 0.02% | 582 |
|
|
2022
Q2 | $403K | Sell |
2,052
-189
| -8% | -$37.1K | 0.03% | 601 |
|
|
2022
Q1 | $479K | Buy |
2,241
+39
| +2% | +$8.34K | 0.03% | 581 |
|
|
2021
Q4 | $426K | Sell |
2,202
-150
| -6% | -$29K | 0.02% | 623 |
|
|
2021
Q3 | $408K | Sell |
2,352
-202
| -8% | -$35K | 0.02% | 609 |
|
|
2021
Q2 | $406K | Buy |
2,554
+111
| +5% | +$17.6K | 0.02% | 591 |
|
|
2021
Q1 | $386K | Sell |
2,443
-224
| -8% | -$35.4K | 0.03% | 559 |
|
|
2020
Q4 | $411K | Buy |
2,667
+22
| +0.8% | +$3.39K | 0.03% | 513 |
|
|
2020
Q3 | $307K | Buy |
2,645
+34
| +1% | +$3.95K | 0.03% | 536 |
|
|
2020
Q2 | $331K | Buy |
2,611
+44
| +2% | +$5.58K | 0.03% | 481 |
|
|
2020
Q1 | $287K | Sell |
2,567
-65
| -2% | -$7.27K | 0.04% | 408 |
|
|
2019
Q4 | $410K | Buy |
2,632
+551
| +26% | +$85.8K | 0.04% | 393 |
|
|
2019
Q3 | $336K | Sell |
2,081
-721
| -26% | -$116K | 0.04% | 394 |
|
|
2019
Q2 | $413K | Buy |
2,802
+4
| +0.1% | +$590 | 0.05% | 365 |
|
|
2019
Q1 | $392K | Buy |
2,798
+93
| +3% | +$13K | 0.06% | 306 |
|
|
2018
Q4 | $349K | Sell |
2,705
-330
| -11% | -$42.6K | 0.07% | 287 |
|
|
2018
Q3 | $406K | Hold |
3,035
| – | – | 0.06% | 310 |
|
|
2018
Q2 | $386K | Buy |
3,035
+530
| +21% | +$67.4K | 0.09% | 279 |
|
|
2018
Q1 | $343K | Buy |
+2,505
| New | +$343K | 0.09% | 287 |
|