Sage Mountain 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 | $916K | Buy |
3,162
+450
| +17% | +$130K | 0.06% | 155 |
|
|
2025
Q1 | $819K | Buy |
2,712
+245
| +10% | +$74K | 0.06% | 151 |
|
|
2024
Q4 | $682K | Buy |
2,467
+42
| +2% | +$11.6K | 0.05% | 164 |
|
|
2024
Q3 | $699K | Buy |
2,425
+119
| +5% | +$34.3K | 0.06% | 150 |
|
|
2024
Q2 | $588K | Buy |
2,306
+786
| +52% | +$200K | 0.05% | 155 |
|
|
2024
Q1 | $394K | Buy |
1,520
+241
| +19% | +$62.5K | 0.04% | 195 |
|
|
2023
Q4 | $289K | Buy |
1,279
+10
| +0.8% | +$2.26K | 0.03% | 212 |
|
|
2023
Q3 | $264K | Buy |
1,269
+17
| +1% | +$3.54K | 0.04% | 201 |
|
|
2023
Q2 | $241K | Sell |
1,252
-72
| -5% | -$13.9K | 0.03% | 214 |
|
|
2023
Q1 | $257K | Buy |
+1,324
| New | +$257K | 0.04% | 191 |
|