Resonant Capital 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 | $572K | Buy |
1,968
+119
| +6% | +$34.6K | 0.04% | 220 |
|
|
2025
Q1 | $560K | Buy |
1,849
+173
| +10% | +$52.4K | 0.04% | 199 |
|
|
2024
Q4 | $465K | Buy |
1,676
+50
| +3% | +$13.9K | 0.03% | 218 |
|
|
2024
Q3 | $470K | Buy |
1,626
+129
| +9% | +$37.3K | 0.03% | 217 |
|
|
2024
Q2 | $383K | Buy |
1,497
+164
| +12% | +$42K | 0.03% | 229 |
|
|
2024
Q1 | $347K | Buy |
1,333
+141
| +12% | +$36.7K | 0.03% | 245 |
|
|
2023
Q4 | $270K | Sell |
1,192
-9
| -0.7% | -$2.04K | 0.03% | 250 |
|
|
2023
Q3 | $251K | Buy |
1,201
+23
| +2% | +$4.81K | 0.03% | 239 |
|
|
2023
Q2 | $228K | Sell |
1,178
-187
| -14% | -$36.2K | 0.02% | 243 |
|
|
2023
Q1 | $266K | Buy |
1,365
+21
| +2% | +$4.09K | 0.03% | 219 |
|
|
2022
Q4 | $298K | Buy |
1,344
+89
| +7% | +$19.7K | 0.04% | 215 |
|
|
2022
Q3 | $229K | Buy |
1,255
+42
| +3% | +$7.66K | 0.03% | 208 |
|
|
2022
Q2 | $239K | Sell |
1,213
-10
| -0.8% | -$1.97K | 0.04% | 212 |
|
|
2022
Q1 | $266K | Buy |
+1,223
| New | +$266K | 0.04% | 187 |
|