Sequoia Financial 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 | $6.47M | Buy |
22,344
+1,162
| +5% | +$337K | 0.04% | 236 |
|
|
2025
Q1 | $6.4M | Sell |
21,182
-2,755
| -12% | -$832K | 0.05% | 235 |
|
|
2024
Q4 | $6.61M | Buy |
23,937
+2,590
| +12% | +$716K | 0.06% | 222 |
|
|
2024
Q3 | $6.16M | Buy |
21,347
+14,340
| +205% | +$4.14M | 0.07% | 197 |
|
|
2024
Q2 | $1.79M | Buy |
7,007
+187
| +3% | +$47.7K | 0.02% | 354 |
|
|
2024
Q1 | $1.77M | Sell |
6,820
-2,133
| -24% | -$553K | 0.02% | 349 |
|
|
2023
Q4 | $2.02M | Buy |
8,953
+4,451
| +99% | +$1.01M | 0.03% | 350 |
|
|
2023
Q3 | $937K | Sell |
4,502
-146
| -3% | -$30.4K | 0.02% | 355 |
|
|
2023
Q2 | $895K | Buy |
4,648
+239
| +5% | +$46K | 0.02% | 367 |
|
|
2023
Q1 | $856K | Sell |
4,409
-278
| -6% | -$54K | 0.02% | 343 |
|
|
2022
Q4 | $1.03M | Buy |
4,687
+1,899
| +68% | +$419K | 0.03% | 284 |
|
|
2022
Q3 | $507K | Sell |
2,788
-496
| -15% | -$90.2K | 0.02% | 292 |
|
|
2022
Q2 | $646K | Buy |
3,284
+255
| +8% | +$50.2K | 0.02% | 287 |
|
|
2022
Q1 | $648K | Buy |
3,029
+1,134
| +60% | +$243K | 0.02% | 309 |
|
|
2021
Q4 | $366K | Buy |
+1,895
| New | +$366K | 0.01% | 395 |
|
|
2021
Q3 | – | Sell |
-1,407
| Closed | -$224K | – | 286 |
|
|
2021
Q2 | $224K | Buy |
1,407
+134
| +11% | +$21.3K | 0.01% | 433 |
|
|
2021
Q1 | $201K | Sell |
1,273
-50
| -4% | -$7.9K | 0.01% | 419 |
|
|
2020
Q4 | $204K | Buy |
+1,323
| New | +$204K | 0.01% | 394 |
|
|
2018
Q2 | – | Sell |
-1,663
| Closed | -$227K | – | 313 |
|
|
2018
Q1 | $227K | Sell |
1,663
-33
| -2% | -$4.51K | 0.02% | 266 |
|
|
2017
Q4 | $248K | Buy |
1,696
+68
| +4% | +$9.94K | 0.03% | 252 |
|
|
2017
Q3 | $232K | Buy |
1,628
+89
| +6% | +$12.7K | 0.03% | 247 |
|
|
2017
Q2 | $224K | Hold |
1,539
| – | – | 0.03% | 247 |
|
|
2017
Q1 | $210K | Buy |
+1,539
| New | +$210K | 0.03% | 255 |
|