Strategic 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 | $382K | Buy |
1,318
+4
| +0.3% | +$1.16K | 0.08% | 132 |
|
|
2025
Q1 | $397K | Hold |
1,314
| – | – | 0.08% | 146 |
|
|
2024
Q4 | $363K | Buy |
1,314
+36
| +3% | +$9.95K | 0.07% | 154 |
|
|
2024
Q3 | $369K | Buy |
1,278
+53
| +4% | +$15.3K | 0.07% | 160 |
|
|
2024
Q2 | $312K | Hold |
1,225
| – | – | 0.06% | 165 |
|
|
2024
Q1 | $317K | Sell |
1,225
-153
| -11% | -$39.6K | 0.06% | 168 |
|
|
2023
Q4 | $311K | Buy |
1,378
+22
| +2% | +$4.97K | 0.06% | 166 |
|
|
2023
Q3 | $282K | Sell |
1,356
-81
| -6% | -$16.9K | 0.06% | 169 |
|
|
2023
Q2 | $277K | Hold |
1,437
| – | – | 0.05% | 167 |
|
|
2023
Q1 | $279K | Buy |
1,437
+110
| +8% | +$21.4K | 0.06% | 171 |
|
|
2022
Q4 | $293K | Buy |
1,327
+90
| +7% | +$19.9K | 0.07% | 157 |
|
|
2022
Q3 | $224K | Buy |
1,237
+75
| +6% | +$13.6K | 0.05% | 172 |
|
|
2022
Q2 | $228K | Buy |
1,162
+23
| +2% | +$4.51K | 0.05% | 168 |
|
|
2022
Q1 | $243K | Sell |
1,139
-254
| -18% | -$54.2K | 0.04% | 171 |
|
|
2021
Q4 | $269K | Buy |
1,393
+12
| +0.9% | +$2.32K | 0.04% | 171 |
|
|
2021
Q3 | $239K | Buy |
+1,381
| New | +$239K | 0.05% | 168 |
|
|
2020
Q1 | – | Sell |
-2,715
| Closed | -$423K | – | 145 |
|
|
2019
Q4 | $423K | Sell |
2,715
-236
| -8% | -$36.8K | 0.15% | 119 |
|
|
2019
Q3 | $476K | Buy |
+2,951
| New | +$476K | 0.18% | 108 |
|
|
2019
Q2 | – | Sell |
-2,936
| Closed | -$411K | – | 159 |
|
|
2019
Q1 | $411K | Buy |
2,936
+948
| +48% | +$133K | 0.16% | 113 |
|
|
2018
Q4 | $257K | Sell |
1,988
-1,065
| -35% | -$138K | 0.11% | 133 |
|
|
2018
Q3 | $408K | Buy |
+3,053
| New | +$408K | 0.15% | 114 |
|
|
2017
Q4 | – | Sell |
-2,965
| Closed | -$423K | – | 136 |
|
|
2017
Q3 | $423K | Buy |
2,965
+282
| +11% | +$40.2K | 0.18% | 112 |
|
|
2017
Q2 | $390K | Buy |
+2,683
| New | +$390K | 0.18% | 111 |
|