Sandy Cove 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 | $611K | Buy |
2,110
+3
| +0.1% | +$869 | 0.22% | 65 |
|
|
2025
Q1 | $636K | Buy |
2,107
+37
| +2% | +$11.2K | 0.26% | 58 |
|
|
2024
Q4 | $572K | Buy |
2,070
+130
| +7% | +$35.9K | 0.22% | 64 |
|
|
2024
Q3 | $560K | Buy |
1,940
+28
| +1% | +$8.08K | 0.23% | 65 |
|
|
2024
Q2 | $488K | Buy |
1,912
+5
| +0.3% | +$1.28K | 0.22% | 66 |
|
|
2024
Q1 | $494K | Sell |
1,907
-42
| -2% | -$10.9K | 0.23% | 68 |
|
|
2023
Q4 | $440K | Buy |
1,949
+87
| +5% | +$19.7K | 0.23% | 70 |
|
|
2023
Q3 | $388K | Buy |
1,862
+8
| +0.4% | +$1.67K | 0.22% | 75 |
|
|
2023
Q2 | $357K | Buy |
1,854
+104
| +6% | +$20K | 0.2% | 87 |
|
|
2023
Q1 | $340K | Hold |
1,750
| – | – | 0.25% | 64 |
|
|
2022
Q4 | $386K | Sell |
1,750
-500
| -22% | -$110K | 0.31% | 48 |
|
|
2022
Q3 | $409K | Hold |
2,250
| – | – | 0.37% | 43 |
|
|
2022
Q2 | $442K | Hold |
2,250
| – | – | 0.4% | 44 |
|
|
2022
Q1 | $481K | Sell |
2,250
-2,200
| -49% | -$470K | 0.4% | 43 |
|
|
2021
Q4 | $860K | Buy |
+4,450
| New | +$860K | 0.72% | 25 |
|