U.S. Capital 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 | $2.23M | Sell |
7,682
-2,320
| -23% | -$672K | 0.07% | 279 |
|
|
2025
Q1 | $3.02M | Buy |
10,002
+1,347
| +16% | +$407K | 0.09% | 224 |
|
|
2024
Q4 | $2.39M | Sell |
8,655
-7,981
| -48% | -$2.21M | 0.07% | 267 |
|
|
2024
Q3 | $4.8M | Buy |
16,636
+2,102
| +14% | +$606K | 0.17% | 132 |
|
|
2024
Q2 | $3.71M | Sell |
14,534
-830
| -5% | -$212K | 0.14% | 146 |
|
|
2024
Q1 | $3.98M | Sell |
15,364
-2,315
| -13% | -$600K | 0.15% | 143 |
|
|
2023
Q4 | $4M | Buy |
17,679
+8,638
| +96% | +$1.95M | 0.16% | 136 |
|
|
2023
Q3 | $1.88M | Buy |
9,041
+105
| +1% | +$21.9K | 0.08% | 204 |
|
|
2023
Q2 | $1.72M | Buy |
8,936
+187
| +2% | +$36K | 0.08% | 238 |
|
|
2023
Q1 | $1.7M | Sell |
8,749
-516
| -6% | -$100K | 0.08% | 232 |
|
|
2022
Q4 | $2.04M | Sell |
9,265
-75
| -0.8% | -$16.5K | 0.09% | 200 |
|
|
2022
Q3 | $1.7M | Sell |
9,340
-167
| -2% | -$30.4K | 0.09% | 222 |
|
|
2022
Q2 | $1.87M | Buy |
9,507
+1
| +0% | +$197 | 0.08% | 227 |
|
|
2022
Q1 | $2.03M | Sell |
9,506
-494
| -5% | -$106K | 0.07% | 248 |
|
|
2021
Q4 | $1.93M | Buy |
10,000
+19
| +0.2% | +$3.67K | 0.08% | 265 |
|
|
2021
Q3 | $1.73M | Buy |
+9,981
| New | +$1.73M | 0.08% | 276 |
|