Sierra Summit 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 | $1.54M | Sell |
5,330
-693
| -12% | -$201K | 0.27% | 55 |
|
|
2025
Q1 | $1.82M | Sell |
6,023
-338
| -5% | -$102K | 0.39% | 48 |
|
|
2024
Q4 | $1.76M | Buy |
6,361
+1,274
| +25% | +$352K | 0.35% | 47 |
|
|
2024
Q3 | $1.47M | Buy |
5,087
+836
| +20% | +$241K | 0.34% | 47 |
|
|
2024
Q2 | $1.08M | Buy |
4,251
+379
| +10% | +$96.7K | 0.27% | 52 |
|
|
2024
Q1 | $1M | Buy |
3,872
+139
| +4% | +$36K | 0.27% | 51 |
|
|
2023
Q4 | $844K | Buy |
+3,733
| New | +$844K | 0.25% | 60 |
|