Paces Ferry 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
Q2 | $404K | Sell |
1,394
-40
| -3% | -$11.6K | 0.19% | 72 |
|
|
2025
Q1 | $433K | Sell |
1,434
-67
| -4% | -$20.2K | 0.22% | 67 |
|
|
2024
Q4 | $415K | Sell |
1,501
-34
| -2% | -$9.39K | 0.2% | 68 |
|
|
2024
Q3 | $443K | Sell |
1,535
-50
| -3% | -$14.4K | 0.25% | 64 |
|
|
2024
Q2 | $404K | Buy |
1,585
+50
| +3% | +$12.8K | 0.24% | 69 |
|
|
2024
Q1 | $398K | Sell |
1,535
-96
| -6% | -$24.9K | 0.25% | 68 |
|
|
2023
Q4 | $369K | Hold |
1,631
| – | – | 0.26% | 73 |
|
|
2023
Q3 | $340K | Sell |
1,631
-39
| -2% | -$8.12K | 0.27% | 70 |
|
|
2023
Q2 | $322K | Sell |
1,670
-104
| -6% | -$20K | 0.24% | 79 |
|
|
2023
Q1 | $344K | Buy |
1,774
+135
| +8% | +$26.2K | 0.28% | 79 |
|
|
2022
Q4 | $362K | Buy |
1,639
+61
| +4% | +$13.5K | 0.35% | 67 |
|
|
2022
Q3 | $287K | Buy |
1,578
+117
| +8% | +$21.3K | 0.31% | 73 |
|
|
2022
Q2 | $287K | Sell |
1,461
-13
| -0.9% | -$2.55K | 0.28% | 77 |
|
|
2022
Q1 | $315K | Hold |
1,474
| – | – | 0.25% | 80 |
|
|
2021
Q4 | $285K | Sell |
1,474
-47
| -3% | -$9.09K | 0.2% | 91 |
|
|
2021
Q3 | $264K | Sell |
1,521
-163
| -10% | -$28.3K | 0.21% | 97 |
|
|
2021
Q2 | $268K | Buy |
1,684
+25
| +2% | +$3.98K | 0.2% | 99 |
|
|
2021
Q1 | $262K | Buy |
1,659
+51
| +3% | +$8.05K | 0.23% | 95 |
|
|
2020
Q4 | $248K | Sell |
1,608
-88
| -5% | -$13.6K | 0.23% | 91 |
|
|
2020
Q3 | $197K | Buy |
+1,696
| New | +$197K | 0.17% | 103 |
|