One Wealth Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-725
| Closed | -$200K | – | 287 |
|
|
2024
Q4 | $200K | Sell |
725
-172
| -19% | -$47.5K | 0.03% | 243 |
|
|
2024
Q3 | $260K | Hold |
897
| – | – | 0.04% | 219 |
|
|
2024
Q2 | $242K | Sell |
897
-4
| -0.4% | -$1.08K | 0.05% | 194 |
|
|
2024
Q1 | $234K | Buy |
+901
| New | +$234K | 0.04% | 214 |
|
|
2023
Q1 | – | Sell |
-619
| Closed | -$137K | – | 258 |
|
|
2022
Q4 | $137K | Buy |
+619
| New | +$137K | 0.03% | 251 |
|
|
2019
Q2 | – | Sell |
-67
| Closed | -$9K | – | 174 |
|
|
2019
Q1 | $9K | Buy |
+67
| New | +$9K | 0.01% | 323 |
|
|
2018
Q4 | – | Sell |
-62
| Closed | -$8K | – | 161 |
|
|
2018
Q3 | $8K | Buy |
62
+5
| +9% | +$645 | 0.01% | 358 |
|
|
2018
Q2 | $7K | Hold |
57
| – | – | 0.01% | 357 |
|
|
2018
Q1 | $8K | Buy |
57
+1
| +2% | +$140 | 0.01% | 322 |
|
|
2017
Q4 | $8K | Buy |
+56
| New | +$8K | 0.01% | 363 |
|