Operose 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 | $52.4K | Buy |
181
+22
| +14% | +$6.37K | 0.01% | 224 |
|
|
2025
Q1 | $48K | Hold |
159
| – | – | 0.02% | 214 |
|
|
2024
Q4 | $43.9K | Sell |
159
-270
| -63% | -$74.6K | 0.02% | 220 |
|
|
2024
Q3 | $124K | Hold |
429
| – | – | 0.04% | 182 |
|
|
2024
Q2 | $109K | Hold |
429
| – | – | 0.04% | 179 |
|
|
2024
Q1 | $111K | Hold |
429
| – | – | 0.04% | 188 |
|
|
2023
Q4 | $97K | Sell |
429
-265
| -38% | -$59.9K | 0.04% | 159 |
|
|
2023
Q3 | $144K | Buy |
694
+535
| +336% | +$111K | 0.06% | 173 |
|
|
2023
Q2 | $30.6K | Hold |
159
| – | – | 0.01% | 196 |
|
|
2023
Q1 | $30.9K | Hold |
159
| – | – | 0.02% | 190 |
|
|
2022
Q4 | $35.1K | Sell |
159
-85
| -35% | -$18.8K | 0.02% | 181 |
|
|
2022
Q3 | $44K | Hold |
244
| – | – | 0.03% | 154 |
|
|
2022
Q2 | $48K | Hold |
244
| – | – | 0.03% | 140 |
|
|
2022
Q1 | $52K | Hold |
244
| – | – | 0.04% | 143 |
|
|
2021
Q4 | $47K | Buy |
+244
| New | +$47K | 0.04% | 140 |
|