Sargent Bickham Lagudis’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$3.11M Sell
14,112
-396
-3% -$87.4K 0.26% 77
2022
Q3
$2.64M Sell
14,508
-1,398
-9% -$254K 0.24% 84
2022
Q2
$3.13M Sell
15,906
-542
-3% -$107K 0.27% 85
2022
Q1
$3.52M Sell
16,448
-4,522
-22% -$967K 0.27% 75
2021
Q4
$4.05M Sell
20,970
-3,377
-14% -$653K 0.31% 76
2021
Q3
$4.22M Sell
24,347
-111
-0.5% -$19.3K 0.34% 64
2021
Q2
$3.89M Sell
24,458
-197
-0.8% -$31.3K 0.32% 66
2021
Q1
$3.9M Sell
24,655
-685
-3% -$108K 0.34% 67
2020
Q4
$3.9M Sell
25,340
-2,709
-10% -$417K 0.36% 63
2020
Q3
$3.26M Buy
28,049
+839
+3% +$97.4K 0.33% 64
2020
Q2
$3.45M Buy
27,210
+967
+4% +$122K 0.37% 60
2020
Q1
$2.93M Buy
26,243
+925
+4% +$103K 0.38% 60
2019
Q4
$3.94M Sell
25,318
-41
-0.2% -$6.38K 0.44% 53
2019
Q3
$4.09M Sell
25,359
-1,767
-7% -$285K 0.49% 48
2019
Q2
$4M Sell
27,126
-464
-2% -$68.3K 0.47% 50
2019
Q1
$3.87M Buy
27,590
+67
+0.2% +$9.39K 0.45% 56
2018
Q4
$3.56M Sell
27,523
-528
-2% -$68.2K 0.46% 54
2018
Q3
$3.75M Sell
28,051
-17
-0.1% -$2.27K 0.44% 57
2018
Q2
$3.57M Buy
28,068
+616
+2% +$78.2K 0.44% 57
2018
Q1
$3.76M Sell
27,452
-1,858
-6% -$254K 0.47% 53
2017
Q4
$4.28M Buy
29,310
+49
+0.2% +$7.16K 0.51% 50
2017
Q3
$4.17M Buy
29,261
+697
+2% +$99.4K 0.52% 50
2017
Q2
$4.15M Sell
28,564
-823
-3% -$120K 0.53% 48
2017
Q1
$4M Buy
29,387
+121
+0.4% +$16.5K 0.52% 53
2016
Q4
$3.87M Buy
29,266
+28,771
+5,812% +$3.8M 0.6% 47
2016
Q3
$4.04K Sell
495
-33,000
-99% -$269K 0.61% 45
2016
Q2
$4.38M Sell
33,495
-1,444
-4% -$189K 0.68% 39
2016
Q1
$4.16M Buy
+34,939
New +$4.16M 0.67% 37