Regent Peak 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
Q1 | $262K | Sell |
868
-11
| -1% | -$3.32K | 0.06% | 133 |
|
|
2024
Q4 | $243K | Sell |
879
-366
| -29% | -$101K | 0.05% | 142 |
|
|
2024
Q3 | $359K | Buy |
1,245
+10
| +0.8% | +$2.88K | 0.08% | 108 |
|
|
2024
Q2 | $3.15M | Buy |
1,235
+18
| +1% | +$45.9K | 0.72% | 30 |
|
|
2024
Q1 | $315K | Sell |
1,217
-57
| -4% | -$14.8K | 0.08% | 116 |
|
|
2023
Q4 | $288K | Buy |
1,274
+30
| +2% | +$6.78K | 0.08% | 112 |
|
|
2023
Q3 | $259K | Buy |
1,244
+47
| +4% | +$9.78K | 0.08% | 120 |
|
|
2023
Q2 | $230K | Buy |
1,197
+38
| +3% | +$7.32K | 0.07% | 132 |
|
|
2023
Q1 | $225K | Sell |
1,159
-111
| -9% | -$21.6K | 0.07% | 137 |
|
|
2022
Q4 | $281K | Buy |
+1,270
| New | +$281K | 0.09% | 121 |
|
|
2022
Q3 | – | Sell |
-1,094
| Closed | -$215K | – | 148 |
|
|
2022
Q2 | $215K | Buy |
1,094
+37
| +4% | +$7.27K | 0.07% | 146 |
|
|
2022
Q1 | $226K | Buy |
1,057
+18
| +2% | +$3.85K | 0.06% | 147 |
|
|
2021
Q4 | $201K | Buy |
+1,039
| New | +$201K | 0.05% | 165 |
|
|
2021
Q1 | – | Sell |
-940
| Closed | -$145K | – | 277 |
|
|
2020
Q4 | $145K | Buy |
+940
| New | +$145K | 0.05% | 173 |
|
|
2020
Q1 | – | Sell |
-1,814
| Closed | -$282K | – | 117 |
|
|
2019
Q4 | $282K | Buy |
+1,814
| New | +$282K | 0.13% | 100 |
|