Nicolet Advisory Services’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Sell |
1,421
-27
| -2% | -$7.22K | 0.03% | 257 |
|
|
2025
Q1 | $409K | Sell |
1,448
-66
| -4% | -$18.6K | 0.04% | 223 |
|
|
2024
Q4 | $390K | Sell |
1,514
-66
| -4% | -$17K | 0.04% | 243 |
|
|
2024
Q3 | $456K | Buy |
1,580
+117
| +8% | +$33.8K | 0.04% | 216 |
|
|
2024
Q2 | $375K | Buy |
1,463
+243
| +20% | +$62.3K | 0.04% | 245 |
|
|
2024
Q1 | $303K | Buy |
1,220
+110
| +10% | +$27.3K | 0.03% | 264 |
|
|
2023
Q4 | $253K | Buy |
1,110
+106
| +11% | +$24.1K | 0.03% | 275 |
|
|
2023
Q3 | $209K | Buy |
+1,004
| New | +$209K | 0.02% | 289 |
|