Soltis Investment 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 | $503K | Buy |
1,737
+302
| +21% | +$87.5K | 0.04% | 255 |
|
|
2025
Q1 | $433K | Buy |
1,435
+77
| +6% | +$23.3K | 0.04% | 252 |
|
|
2024
Q4 | $375K | Buy |
1,358
+95
| +8% | +$26.2K | 0.03% | 264 |
|
|
2024
Q3 | $364K | Buy |
1,263
+163
| +15% | +$47K | 0.04% | 257 |
|
|
2024
Q2 | $281K | Sell |
1,100
-13,105
| -92% | -$3.34M | 0.03% | 270 |
|
|
2024
Q1 | $3.68M | Buy |
+14,205
| New | +$3.68M | 0.41% | 81 |
|
|
2022
Q4 | – | Sell |
-15,541
| Closed | -$2.83M | – | 252 |
|
|
2022
Q3 | $2.83M | Buy |
15,541
+1,274
| +9% | +$232K | 0.43% | 75 |
|
|
2022
Q2 | $2.81M | Buy |
+14,267
| New | +$2.81M | 0.41% | 68 |
|