Toth Financial Advisory’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3K | Buy |
70
+5
| +8% | +$1.45K | ﹤0.01% | 426 |
|
|
2025
Q1 | $19.6K | Hold |
65
| – | – | ﹤0.01% | 398 |
|
|
2024
Q4 | $18K | Hold |
65
| – | – | ﹤0.01% | 407 |
|
|
2024
Q3 | $18.7K | Hold |
65
| – | – | ﹤0.01% | 394 |
|
|
2024
Q2 | $16.6K | Hold |
65
| – | – | ﹤0.01% | 411 |
|
|
2024
Q1 | $16.8K | Sell |
65
-1,369
| -95% | -$355K | ﹤0.01% | 396 |
|
|
2023
Q4 | $324K | Buy |
1,434
+1,350
| +1,607% | +$305K | 0.04% | 184 |
|
|
2023
Q3 | $17.5K | Buy |
+84
| New | +$17.5K | ﹤0.01% | 388 |
|
|
2023
Q2 | – | Sell |
-18
| Closed | -$3.5K | – | 788 |
|
|
2023
Q1 | $3.5K | Hold |
18
| – | – | ﹤0.01% | 578 |
|
|
2022
Q4 | $3.97K | Hold |
18
| – | – | ﹤0.01% | 523 |
|
|
2022
Q3 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 584 |
|
|
2020
Q3 | – | Sell |
-15
| Closed | -$2K | – | 537 |
|
|
2020
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 451 |
|