United Asset Strategies’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $807K | Sell |
2,787
-251
| -8% | -$72.7K | 0.07% | 158 |
|
|
2025
Q1 | $917K | Sell |
3,038
-41
| -1% | -$12.4K | 0.09% | 150 |
|
|
2024
Q4 | $851K | Buy |
3,079
+40
| +1% | +$11.1K | 0.08% | 144 |
|
|
2024
Q3 | $876K | Sell |
3,039
-63
| -2% | -$18.2K | 0.08% | 150 |
|
|
2024
Q2 | $791K | Sell |
3,102
-415
| -12% | -$106K | 0.08% | 149 |
|
|
2024
Q1 | $911K | Buy |
3,517
+114
| +3% | +$29.5K | 0.09% | 150 |
|
|
2023
Q4 | $769K | Sell |
3,403
-61
| -2% | -$13.8K | 0.09% | 164 |
|
|
2023
Q3 | $721K | Buy |
3,464
+386
| +13% | +$80.4K | 0.09% | 149 |
|
|
2023
Q2 | $593K | Buy |
3,078
+117
| +4% | +$22.5K | 0.07% | 162 |
|
|
2023
Q1 | $575K | Buy |
2,961
+77
| +3% | +$15K | 0.08% | 165 |
|
|
2022
Q4 | $636K | Buy |
2,884
+318
| +12% | +$70.1K | 0.09% | 162 |
|
|
2022
Q3 | $467K | Buy |
2,566
+158
| +7% | +$28.8K | 0.07% | 154 |
|
|
2022
Q2 | $473K | Buy |
2,408
+186
| +8% | +$36.5K | 0.07% | 158 |
|
|
2022
Q1 | $475K | Buy |
2,222
+137
| +7% | +$29.3K | 0.06% | 156 |
|
|
2021
Q4 | $403K | Buy |
+2,085
| New | +$403K | 0.05% | 166 |
|