Optimum Investment Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $867K | Hold |
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|
2025
Q2 | $889K | Hold |
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|
2025
Q1 | $927K | Sell |
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|
2024
Q4 | $850K | Hold |
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|
2024
Q3 | $887K | Hold |
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|
2024
Q2 | $785K | Hold |
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|
2024
Q1 | $797K | Hold |
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|
2023
Q4 | $695K | Sell |
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|
2023
Q3 | $703K | Buy |
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|
2023
Q2 | $602K | Buy |
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|
2023
Q1 | $519K | Sell |
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|
2022
Q4 | $623K | Sell |
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|
2022
Q3 | $518K | Buy |
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|
2022
Q2 | $558K | Hold |
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|
2022
Q1 | $607K | Sell |
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|
2021
Q4 | $578K | Hold |
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|
2021
Q3 | $519K | Sell |
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|
2021
Q2 | $1.08M | Sell |
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|
2021
Q1 | $1.66M | Buy |
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|
2020
Q4 | $1.6M | Hold |
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|
2020
Q3 | $1.2M | Hold |
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|
2020
Q2 | $1.31M | Sell |
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|
2020
Q1 | $1.18M | Buy |
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|
2019
Q4 | $1.63M | Sell |
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|
2019
Q3 | $1.76M | Sell |
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|
2019
Q2 | $1.69M | Sell |
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|
2019
Q1 | $1.63M | Hold |
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|
2018
Q4 | $1.5M | Sell |
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|
2018
Q3 | $1.57M | Hold |
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|
2018
Q2 | $1.49M | Sell |
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|
2018
Q1 | $1.61M | Hold |
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|
2017
Q4 | $1.73M | Hold |
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|
2017
Q3 | $1.68M | Sell |
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|
2017
Q2 | $1.73M | Sell |
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|
2017
Q1 | $1.64M | Sell |
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|
2016
Q4 | $1.6M | Hold |
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|
2016
Q3 | $1.52M | Buy |
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|
2016
Q2 | $1.55M | Hold |
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|
2016
Q1 | $1.41M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.15M | Buy |
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|
2015
Q1 | $1.26M | Sell |
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|
2014
Q4 | $1.31M | Buy |
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|
2014
Q3 | $1.19M | Hold |
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|
2014
Q2 | $1.17M | Sell |
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|
2014
Q1 | $1.15M | Sell |
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|
2013
Q4 | $1.25M | Sell |
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|
2013
Q3 | $1.14M | Buy |
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