United Capital Financial Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Buy |
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|
2025
Q1 | $4.45M | Sell |
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|
2024
Q4 | $4.1M | Sell |
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|
2024
Q3 | $4.64M | Sell |
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|
2024
Q2 | $4.28M | Sell |
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|
2024
Q1 | $5.87M | Sell |
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|
2023
Q4 | $6.43M | Sell |
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|
2023
Q3 | $12.2M | Buy |
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|
2023
Q2 | $11M | Sell |
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|
2023
Q1 | $11.2M | Sell |
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|
2022
Q4 | $27.1M | Buy |
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|
2022
Q3 | $7.95M | Buy |
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|
2022
Q2 | $8.52M | Sell |
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|
2022
Q1 | $10M | Sell |
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|
2021
Q4 | $9.15M | Buy |
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|
2021
Q3 | $7.83M | Sell |
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|
2021
Q2 | $7.46M | Sell |
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|
2021
Q1 | $7.83M | Sell |
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|
2020
Q4 | $8.15M | Sell |
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|
2020
Q3 | $8.46M | Sell |
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|
2020
Q2 | $11.3M | Sell |
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|
2020
Q1 | $10.4M | Sell |
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|
2019
Q4 | $15.9M | Sell |
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|
2019
Q3 | $16.7M | Sell |
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|
2019
Q2 | $15.3M | Sell |
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|
2019
Q1 | $15.6M | Sell |
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|
2018
Q4 | $16.6M | Sell |
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|
2018
Q3 | $17.8M | Buy |
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|
2018
Q2 | $16.8M | Buy |
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|
2018
Q1 | $18.1M | Buy |
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|
2017
Q4 | $18.1M | Buy |
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|
2017
Q3 | $17.5M | Buy |
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|
2017
Q2 | $17.4M | Buy |
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|
2017
Q1 | $13.4M | Sell |
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|
2016
Q4 | $13.3M | Sell |
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|
2016
Q3 | $12.7M | Buy |
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|
2016
Q2 | $12.8M | Buy |
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|
2016
Q1 | $10.9M | Buy |
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|
2015
Q4 | $9.1M | Buy |
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|
2015
Q3 | $6.75M | Buy |
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|
2015
Q2 | $390K | Sell |
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|
2015
Q1 | $419K | Buy |
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|
2014
Q4 | $350K | Buy |
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