River 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 | $9.44M | Buy |
32,576
+2,434
| +8% | +$705K | 1.17% | 22 |
|
|
2025
Q1 | $9.1M | Buy |
30,142
+1,594
| +6% | +$481K | 1.27% | 17 |
|
|
2024
Q4 | $7.89M | Buy |
28,548
+3,906
| +16% | +$1.08M | 1.05% | 23 |
|
|
2024
Q3 | $7.11M | Buy |
24,642
+1,587
| +7% | +$458K | 0.95% | 28 |
|
|
2024
Q2 | $5.88M | Buy |
23,055
+811
| +4% | +$207K | 0.84% | 29 |
|
|
2024
Q1 | $5.76M | Buy |
22,244
+1,910
| +9% | +$495K | 0.84% | 31 |
|
|
2023
Q4 | $4.6M | Buy |
20,334
+791
| +4% | +$179K | 0.73% | 35 |
|
|
2023
Q3 | $4.07M | Buy |
19,543
+1,188
| +6% | +$247K | 0.73% | 36 |
|
|
2023
Q2 | $3.53M | Buy |
18,355
+1,233
| +7% | +$237K | 0.6% | 46 |
|
|
2023
Q1 | $3.32M | Buy |
17,122
+2,093
| +14% | +$406K | 0.61% | 44 |
|
|
2022
Q4 | $3.32M | Buy |
15,029
+952
| +7% | +$210K | 0.64% | 46 |
|
|
2022
Q3 | $2.56M | Sell |
14,077
-348
| -2% | -$63.3K | 0.55% | 55 |
|
|
2022
Q2 | $2.84M | Buy |
14,425
+896
| +7% | +$176K | 0.52% | 60 |
|
|
2022
Q1 | $2.89M | Buy |
13,529
+334
| +3% | +$71.4K | 0.46% | 66 |
|
|
2021
Q4 | $2.55M | Sell |
13,195
-143
| -1% | -$27.6K | 0.4% | 71 |
|
|
2021
Q3 | $2.31M | Sell |
13,338
-68
| -0.5% | -$11.8K | 0.4% | 70 |
|
|
2021
Q2 | $2.13M | Sell |
13,406
-81
| -0.6% | -$12.9K | 0.37% | 69 |
|
|
2021
Q1 | $2.13M | Sell |
13,487
-525
| -4% | -$83K | 0.4% | 68 |
|
|
2020
Q4 | $2.16M | Sell |
14,012
-387
| -3% | -$59.6K | 0.47% | 63 |
|
|
2020
Q3 | $1.67M | Sell |
14,399
-74
| -0.5% | -$8.59K | 0.44% | 66 |
|
|
2020
Q2 | $1.83M | Buy |
14,473
+459
| +3% | +$58.1K | 0.56% | 59 |
|
|
2020
Q1 | $1.57M | Sell |
14,014
-1,043
| -7% | -$116K | 0.63% | 56 |
|
|
2019
Q4 | $2.34M | Sell |
15,057
-39
| -0.3% | -$6.07K | 0.79% | 42 |
|
|
2019
Q3 | $2.44M | Buy |
15,096
+25
| +0.2% | +$4.04K | 0.92% | 38 |
|
|
2019
Q2 | $2.22M | Sell |
15,071
-639
| -4% | -$94.1K | 0.87% | 42 |
|
|
2019
Q1 | $2.2M | Sell |
15,710
-254
| -2% | -$35.6K | 0.92% | 38 |
|
|
2018
Q4 | $2.06M | Sell |
15,964
-1,678
| -10% | -$217K | 0.92% | 36 |
|
|
2018
Q3 | $2.36M | Sell |
17,642
-1,360
| -7% | -$182K | 0.87% | 38 |
|
|
2018
Q2 | $2.41M | Sell |
19,002
-14
| -0.1% | -$1.78K | 0.94% | 34 |
|
|
2018
Q1 | $2.6M | Sell |
19,016
-26
| -0.1% | -$3.56K | 1.1% | 29 |
|
|
2017
Q4 | $2.78M | Sell |
19,042
-2
| -0% | -$292 | 1.16% | 25 |
|
|
2017
Q3 | $2.72M | Buy |
19,044
+440
| +2% | +$62.7K | 1.23% | 21 |
|
|
2017
Q2 | $2.71M | Buy |
18,604
+467
| +3% | +$67.9K | 1.26% | 23 |
|
|
2017
Q1 | $2.47M | Buy |
18,137
+323
| +2% | +$44K | 1.2% | 22 |
|
|
2016
Q4 | $2.35M | Buy |
17,814
+1,722
| +11% | +$228K | 1.19% | 23 |
|
|
2016
Q3 | $2.02M | Buy |
16,092
+1,829
| +13% | +$230K | 1.12% | 28 |
|
|
2016
Q2 | $1.86M | Buy |
14,263
+901
| +7% | +$118K | 1.07% | 29 |
|
|
2016
Q1 | $1.59M | Buy |
13,362
+9,201
| +221% | +$1.1M | 0.95% | 37 |
|
|
2015
Q4 | $486K | Buy |
+4,161
| New | +$486K | 0.31% | 96 |
|