SFMG 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 | $377K | Sell |
1,301
-18
| -1% | -$5.22K | 0.03% | 185 |
|
|
2025
Q1 | $398K | Buy |
1,319
+46
| +4% | +$13.9K | 0.03% | 170 |
|
|
2024
Q4 | $352K | Sell |
1,273
-408
| -24% | -$113K | 0.03% | 181 |
|
|
2024
Q3 | $485K | Buy |
1,681
+40
| +2% | +$11.5K | 0.04% | 145 |
|
|
2024
Q2 | $419K | Buy |
1,641
+104
| +7% | +$26.5K | 0.04% | 160 |
|
|
2024
Q1 | $398K | Buy |
1,537
+4
| +0.3% | +$1.04K | 0.03% | 170 |
|
|
2023
Q4 | $346K | Buy |
1,533
+45
| +3% | +$10.2K | 0.03% | 175 |
|
|
2023
Q3 | $310K | Buy |
1,488
+39
| +3% | +$8.12K | 0.03% | 175 |
|
|
2023
Q2 | $279K | Sell |
1,449
-249
| -15% | -$47.9K | 0.03% | 185 |
|
|
2023
Q1 | $330K | Buy |
1,698
+80
| +5% | +$15.5K | 0.04% | 167 |
|
|
2022
Q4 | $357K | Buy |
1,618
+123
| +8% | +$27.1K | 0.04% | 164 |
|
|
2022
Q3 | $277K | Buy |
1,495
+314
| +27% | +$58.2K | 0.03% | 180 |
|
|
2022
Q2 | $232K | Buy |
1,181
+40
| +4% | +$7.86K | 0.03% | 211 |
|
|
2022
Q1 | $244K | Buy |
+1,141
| New | +$244K | 0.02% | 233 |
|