Plante Moran Financial 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 | $16.5K | Buy |
57
+49
| +613% | +$14.2K | ﹤0.01% | 499 |
|
|
2025
Q1 | $2.42K | Hold |
8
| – | – | ﹤0.01% | 690 |
|
|
2024
Q4 | $2.21K | Sell |
8
-14
| -64% | -$3.87K | ﹤0.01% | 774 |
|
|
2024
Q3 | $6.35K | Buy |
22
+14
| +175% | +$4.04K | ﹤0.01% | 655 |
|
|
2024
Q2 | $2.04K | Hold |
8
| – | – | ﹤0.01% | 704 |
|
|
2024
Q1 | $2.07K | Sell |
8
-20
| -71% | -$5.18K | ﹤0.01% | 765 |
|
|
2023
Q4 | $6.33K | Buy |
28
+10
| +56% | +$2.26K | ﹤0.01% | 623 |
|
|
2023
Q3 | $3.75K | Buy |
18
+10
| +125% | +$2.08K | ﹤0.01% | 630 |
|
|
2023
Q2 | $1.54K | Hold |
8
| – | – | ﹤0.01% | 706 |
|
|
2023
Q1 | $1.55K | Hold |
8
| – | – | ﹤0.01% | 719 |
|
|
2022
Q4 | $1.77K | Hold |
8
| – | – | ﹤0.01% | 745 |
|
|
2022
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 811 |
|
|
2022
Q2 | $2K | Sell |
8
-10
| -56% | -$2.5K | ﹤0.01% | 796 |
|
|
2022
Q1 | $4K | Sell |
18
-74
| -80% | -$16.4K | ﹤0.01% | 690 |
|
|
2021
Q4 | $18K | Buy |
92
+65
| +241% | +$12.7K | ﹤0.01% | 580 |
|
|
2021
Q3 | $5K | Sell |
27
-20
| -43% | -$3.7K | ﹤0.01% | 776 |
|
|
2021
Q2 | $7K | Buy |
47
+30
| +176% | +$4.47K | ﹤0.01% | 721 |
|
|
2021
Q1 | $3K | Sell |
17
-142
| -89% | -$25.1K | ﹤0.01% | 846 |
|
|
2020
Q4 | $24K | Sell |
159
-1
| -0.6% | -$151 | 0.01% | 489 |
|
|
2020
Q3 | $19K | Sell |
160
-129
| -45% | -$15.3K | 0.01% | 503 |
|
|
2020
Q2 | $37K | Sell |
289
-72
| -20% | -$9.22K | 0.01% | 330 |
|
|
2020
Q1 | $40K | Sell |
361
-286
| -44% | -$31.7K | 0.02% | 290 |
|
|
2019
Q4 | $101K | Sell |
647
-169
| -21% | -$26.4K | 0.04% | 224 |
|
|
2019
Q3 | $132K | Sell |
816
-409
| -33% | -$66.2K | 0.04% | 211 |
|
|
2019
Q2 | $180K | Sell |
1,225
-4
| -0.3% | -$588 | 0.06% | 160 |
|
|
2019
Q1 | $172K | Buy |
1,229
+332
| +37% | +$46.5K | 0.05% | 163 |
|
|
2018
Q4 | $116K | Buy |
897
+283
| +46% | +$36.6K | 0.04% | 191 |
|
|
2018
Q3 | $82K | Sell |
614
-23
| -4% | -$3.07K | 0.03% | 233 |
|
|
2018
Q2 | $81K | Sell |
637
-104
| -14% | -$13.2K | 0.04% | 250 |
|
|
2018
Q1 | $101K | Sell |
741
-302
| -29% | -$41.2K | 0.05% | 229 |
|
|
2017
Q4 | $152K | Buy |
1,043
+294
| +39% | +$42.8K | 0.08% | 168 |
|
|
2017
Q3 | $107K | Sell |
749
-2
| -0.3% | -$286 | 0.06% | 195 |
|
|
2017
Q2 | $109K | Sell |
751
-97
| -11% | -$14.1K | 0.07% | 194 |
|
|
2017
Q1 | $116K | Sell |
848
-22
| -3% | -$3.01K | 0.07% | 187 |
|
|
2016
Q4 | $115K | Buy |
870
+276
| +46% | +$36.5K | 0.07% | 199 |
|
|
2016
Q3 | $75K | Hold |
594
| – | – | 0.05% | 249 |
|
|
2016
Q2 | $78K | Hold |
594
| – | – | 0.06% | 222 |
|
|
2016
Q1 | $71K | Sell |
594
-17
| -3% | -$2.03K | 0.05% | 214 |
|
|
2015
Q4 | $71K | Sell |
611
-129
| -17% | -$15K | 0.05% | 228 |
|
|
2015
Q3 | $77K | Buy |
740
+9
| +1% | +$936 | 0.06% | 214 |
|
|
2015
Q2 | $74K | Hold |
731
| – | – | 0.05% | 232 |
|
|
2015
Q1 | $81K | Hold |
731
| – | – | 0.06% | 215 |
|
|
2014
Q4 | $84K | Hold |
731
| – | – | 0.06% | 203 |
|
|
2014
Q3 | $77K | Buy |
731
+211
| +41% | +$22.2K | 0.07% | 193 |
|
|
2014
Q2 | $54K | Buy |
520
+174
| +50% | +$18.1K | 0.05% | 224 |
|
|
2014
Q1 | $34K | Hold |
346
| – | – | 0.04% | 201 |
|
|
2013
Q4 | $36K | Hold |
346
| – | – | 0.02% | 281 |
|
|
2013
Q3 | $32K | Hold |
346
| – | – | 0.02% | 234 |
|
|
2013
Q2 | $31K | Buy |
+346
| New | +$31K | 0.02% | 209 |
|