OneDigital 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 | $3.26M | Buy |
11,246
+773
| +7% | +$224K | 0.04% | 311 |
|
|
2025
Q1 | $3.16M | Sell |
10,473
-1,768
| -14% | -$534K | 0.04% | 306 |
|
|
2024
Q4 | $3.38M | Buy |
12,241
+3,042
| +33% | +$840K | 0.04% | 310 |
|
|
2024
Q3 | $2.65M | Sell |
9,199
-1,589
| -15% | -$458K | 0.03% | 373 |
|
|
2024
Q2 | $2.75M | Buy |
10,788
+1,901
| +21% | +$485K | 0.03% | 351 |
|
|
2024
Q1 | $2.3M | Sell |
8,887
-748
| -8% | -$194K | 0.04% | 302 |
|
|
2023
Q4 | $2.18M | Buy |
9,635
+1,996
| +26% | +$451K | 0.04% | 297 |
|
|
2023
Q3 | $1.59M | Buy |
7,639
+1,854
| +32% | +$386K | 0.03% | 324 |
|
|
2023
Q2 | $1.11M | Sell |
5,785
-2,729
| -32% | -$525K | 0.02% | 391 |
|
|
2023
Q1 | $1.65M | Buy |
8,514
+4,947
| +139% | +$961K | 0.04% | 305 |
|
|
2022
Q4 | $787K | Buy |
3,567
+745
| +26% | +$164K | 0.02% | 410 |
|
|
2022
Q3 | $513K | Buy |
2,822
+14
| +0.5% | +$2.55K | 0.02% | 450 |
|
|
2022
Q2 | $552K | Buy |
2,808
+78
| +3% | +$15.3K | 0.02% | 393 |
|
|
2022
Q1 | $584K | Buy |
2,730
+833
| +44% | +$178K | 0.02% | 395 |
|
|
2021
Q4 | $367K | Buy |
1,897
+266
| +16% | +$51.5K | 0.01% | 527 |
|
|
2021
Q3 | $283K | Sell |
1,631
-110
| -6% | -$19.1K | 0.01% | 585 |
|
|
2021
Q2 | $277K | Buy |
1,741
+394
| +29% | +$62.7K | 0.01% | 570 |
|
|
2021
Q1 | $213K | Sell |
1,347
-114
| -8% | -$18K | 0.01% | 591 |
|
|
2020
Q4 | $225K | Buy |
+1,461
| New | +$225K | 0.01% | 559 |
|
|
2020
Q1 | – | Sell |
-1,504
| Closed | -$234K | – | 531 |
|
|
2019
Q4 | $234K | Sell |
1,504
-98
| -6% | -$15.2K | 0.02% | 464 |
|
|
2019
Q3 | $259K | Buy |
+1,602
| New | +$259K | 0.02% | 419 |
|