Proficio Capital Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $817K | Buy |
2,820
+62
| +2% | +$18K | 0.05% | 178 |
|
|
2025
Q1 | $833K | Sell |
2,758
-184
| -6% | -$55.6K | 0.06% | 146 |
|
|
2024
Q4 | $813K | Buy |
2,942
+988
| +51% | +$273K | 0.07% | 126 |
|
|
2024
Q3 | $563K | Sell |
1,954
-897
| -31% | -$259K | 0.06% | 135 |
|
|
2024
Q2 | $727K | Buy |
2,851
+64
| +2% | +$16.3K | 0.08% | 131 |
|
|
2024
Q1 | $722K | Buy |
2,787
+65
| +2% | +$16.8K | 0.08% | 136 |
|
|
2023
Q4 | $615K | Buy |
2,722
+43
| +2% | +$9.72K | 0.08% | 133 |
|
|
2023
Q3 | $558K | Buy |
2,679
+130
| +5% | +$27.1K | 0.07% | 136 |
|
|
2023
Q2 | $491K | Buy |
2,549
+99
| +4% | +$19.1K | 0.07% | 151 |
|
|
2023
Q1 | $476K | Sell |
2,450
-51
| -2% | -$9.9K | 0.08% | 145 |
|
|
2022
Q4 | $552K | Sell |
2,501
-18
| -0.7% | -$3.97K | 0.1% | 122 |
|
|
2022
Q3 | $460K | Sell |
2,519
-20
| -0.8% | -$3.65K | 0.08% | 133 |
|
|
2022
Q2 | $499K | Buy |
2,539
+62
| +3% | +$12.2K | 0.09% | 129 |
|
|
2022
Q1 | $530K | Buy |
2,477
+458
| +23% | +$98K | 0.08% | 132 |
|
|
2021
Q4 | $390K | Sell |
2,019
-31
| -2% | -$5.99K | 0.05% | 174 |
|
|
2021
Q3 | $356K | Sell |
2,050
-311
| -13% | -$54K | 0.05% | 185 |
|
|
2021
Q2 | $375K | Buy |
2,361
+103
| +5% | +$16.4K | 0.05% | 181 |
|
|
2021
Q1 | $357K | Buy |
+2,258
| New | +$357K | 0.05% | 169 |
|
|
2019
Q3 | – | Sell |
-654
| Closed | -$96K | – | 367 |
|
|
2019
Q2 | $96K | Buy |
654
+252
| +63% | +$37K | 0.03% | 216 |
|
|
2019
Q1 | $56K | Buy |
402
+5
| +1% | +$697 | 0.02% | 306 |
|
|
2018
Q4 | $51K | Buy |
397
+52
| +15% | +$6.68K | 0.02% | 288 |
|
|
2018
Q3 | $46K | Buy |
345
+77
| +29% | +$10.3K | 0.02% | 370 |
|
|
2018
Q2 | $34K | Sell |
268
-50
| -16% | -$6.34K | 0.01% | 448 |
|
|
2018
Q1 | $43K | Sell |
318
-225
| -41% | -$30.4K | 0.01% | 378 |
|
|
2017
Q4 | $79K | Buy |
543
+20
| +4% | +$2.91K | 0.03% | 253 |
|
|
2017
Q3 | $75K | Buy |
523
+249
| +91% | +$35.7K | 0.03% | 303 |
|
|
2017
Q2 | $41K | Buy |
274
+4
| +1% | +$599 | 0.02% | 428 |
|
|
2017
Q1 | $38K | Buy |
270
+37
| +16% | +$5.21K | 0.02% | 447 |
|
|
2016
Q4 | $31K | Sell |
233
-23
| -9% | -$3.06K | 0.01% | 351 |
|
|
2016
Q3 | $32K | Buy |
256
+3
| +1% | +$375 | 0.02% | 347 |
|
|
2016
Q2 | $32K | Buy |
253
+154
| +156% | +$19.5K | 0.02% | 341 |
|
|
2016
Q1 | $12K | Sell |
99
-105
| -51% | -$12.7K | 0.01% | 387 |
|
|
2015
Q4 | $24K | Buy |
+204
| New | +$24K | 0.02% | 169 |
|