Pacific Capital 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 | $337K | Sell |
1,202
-18
| -1% | -$5.04K | 0.06% | 56 |
|
|
2025
Q1 | $368K | Hold |
1,220
| – | – | 0.06% | 59 |
|
|
2024
Q4 | $337K | Sell |
1,220
-48
| -4% | -$13.3K | 0.06% | 60 |
|
|
2024
Q3 | $366K | Sell |
1,268
-34
| -3% | -$9.81K | 0.06% | 57 |
|
|
2024
Q2 | $332K | Buy |
1,302
+47
| +4% | +$12K | 0.06% | 54 |
|
|
2024
Q1 | $325K | Buy |
1,255
+35
| +3% | +$9.07K | 0.08% | 52 |
|
|
2023
Q4 | $276K | Hold |
1,220
| – | – | 0.07% | 52 |
|
|
2023
Q3 | $254K | Hold |
1,220
| – | – | 0.07% | 59 |
|
|
2023
Q2 | $235K | Sell |
1,220
-194
| -14% | -$37.4K | 0.06% | 60 |
|
|
2023
Q1 | $275K | Hold |
1,414
| – | – | 0.07% | 70 |
|
|
2022
Q4 | $312K | Hold |
1,414
| – | – | 0.08% | 70 |
|
|
2022
Q3 | $257K | Hold |
1,414
| – | – | 0.07% | 71 |
|
|
2022
Q2 | $278K | Hold |
1,414
| – | – | 0.08% | 74 |
|
|
2022
Q1 | $302K | Buy |
1,414
+194
| +16% | +$41.4K | 0.09% | 75 |
|
|
2021
Q4 | $236K | Hold |
1,220
| – | – | 0.07% | 85 |
|
|
2021
Q3 | $212K | Buy |
+1,220
| New | +$212K | 0.07% | 80 |
|
|
2021
Q1 | – | Sell |
-1,613
| Closed | -$248K | – | 66 |
|
|
2020
Q4 | $248K | Hold |
1,613
| – | – | 0.14% | 59 |
|
|
2020
Q3 | $187K | Hold |
1,613
| – | – | 0.11% | 65 |
|
|
2020
Q2 | $204K | Buy |
+1,613
| New | +$204K | 0.14% | 55 |
|
|
2020
Q1 | – | Sell |
-1,826
| Closed | -$284K | – | 53 |
|
|
2019
Q4 | $284K | Buy |
+1,826
| New | +$284K | 0.19% | 51 |
|