Phoenix 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 | $2.5M | Sell |
8,615
-452
| -5% | -$131K | 1.05% | 30 |
|
|
2025
Q1 | $2.74M | Sell |
9,067
-86
| -0.9% | -$26K | 1.19% | 26 |
|
|
2024
Q4 | $2.53M | Sell |
9,153
-226
| -2% | -$62.4K | 1.1% | 29 |
|
|
2024
Q3 | $2.7M | Sell |
9,379
-1,889
| -17% | -$545K | 1.26% | 25 |
|
|
2024
Q2 | $2.87M | Sell |
11,268
-899
| -7% | -$229K | 1.44% | 21 |
|
|
2024
Q1 | $3.15M | Sell |
12,167
-273
| -2% | -$70.7K | 1.92% | 19 |
|
|
2023
Q4 | $2.83M | Sell |
12,440
-722
| -5% | -$164K | 1.97% | 19 |
|
|
2023
Q3 | $2.74M | Sell |
13,162
-415
| -3% | -$86.4K | 1.61% | 16 |
|
|
2023
Q2 | $2.61M | Sell |
13,577
-646
| -5% | -$124K | 1.52% | 16 |
|
|
2023
Q1 | $2.76M | Sell |
14,223
-33
| -0.2% | -$6.41K | 1.71% | 16 |
|
|
2022
Q4 | $3.14M | Buy |
14,256
+203
| +1% | +$44.8K | 1.89% | 9 |
|
|
2022
Q3 | $2.56M | Buy |
14,053
+154
| +1% | +$28K | 2.56% | 9 |
|
|
2022
Q2 | $2.73M | Buy |
13,899
+141
| +1% | +$27.7K | 2.69% | 8 |
|
|
2022
Q1 | $2.92M | Buy |
13,758
+11,635
| +548% | +$2.47M | 3.02% | 11 |
|
|
2021
Q4 | $410K | Buy |
2,123
+1,722
| +429% | +$333K | 0.31% | 74 |
|
|
2021
Q3 | $70K | Buy |
401
+50
| +14% | +$8.73K | 0.05% | 171 |
|
|
2021
Q2 | $57K | Sell |
351
-24
| -6% | -$3.9K | 0.04% | 181 |
|
|
2021
Q1 | $60K | Buy |
375
+131
| +54% | +$21K | 0.05% | 176 |
|
|
2020
Q4 | $38K | Buy |
+244
| New | +$38K | 0.03% | 206 |
|