Valeo Financial 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 | $1.93M | Buy |
6,667
+1,958
| +42% | +$567K | 0.05% | 177 |
|
|
2025
Q1 | $1.42M | Sell |
4,709
-405
| -8% | -$122K | 0.04% | 200 |
|
|
2024
Q4 | $1.41M | Sell |
5,114
-23
| -0.4% | -$6.36K | 0.04% | 189 |
|
|
2024
Q3 | $1.48M | Sell |
5,137
-119
| -2% | -$34.3K | 0.04% | 194 |
|
|
2024
Q2 | $1.34M | Buy |
5,256
+307
| +6% | +$78.3K | 0.04% | 198 |
|
|
2024
Q1 | $1.2M | Buy |
4,949
+257
| +5% | +$62.4K | 0.04% | 207 |
|
|
2023
Q4 | $1.06M | Buy |
4,692
+777
| +20% | +$176K | 0.04% | 215 |
|
|
2023
Q3 | $815K | Buy |
3,915
+331
| +9% | +$68.9K | 0.04% | 237 |
|
|
2023
Q2 | $690K | Sell |
3,584
-355
| -9% | -$68.3K | 0.03% | 256 |
|
|
2023
Q1 | $765K | Buy |
3,939
+1,074
| +37% | +$209K | 0.04% | 254 |
|
|
2022
Q4 | $632K | Buy |
2,865
+1,202
| +72% | +$265K | 0.03% | 245 |
|
|
2022
Q3 | $302K | Sell |
1,663
-56
| -3% | -$10.2K | 0.02% | 336 |
|
|
2022
Q2 | $338K | Sell |
1,719
-430
| -20% | -$84.5K | 0.02% | 316 |
|
|
2022
Q1 | $460K | Buy |
2,149
+872
| +68% | +$187K | 0.02% | 327 |
|
|
2021
Q4 | $247K | Sell |
1,277
-19
| -1% | -$3.68K | 0.01% | 446 |
|
|
2021
Q3 | $225K | Buy |
+1,296
| New | +$225K | 0.01% | 448 |
|
|
2021
Q2 | – | Sell |
-844
| Closed | -$133K | – | 652 |
|
|
2021
Q1 | $133K | Buy |
844
+187
| +28% | +$29.5K | 0.01% | 526 |
|
|
2020
Q4 | $101K | Sell |
657
-301
| -31% | -$46.3K | 0.01% | 553 |
|
|
2020
Q3 | $111K | Sell |
958
-878
| -48% | -$102K | 0.01% | 446 |
|
|
2020
Q2 | $232K | Sell |
1,836
-632
| -26% | -$79.9K | 0.02% | 288 |
|
|
2020
Q1 | $296K | Buy |
2,468
+142
| +6% | +$17K | 0.03% | 227 |
|
|
2019
Q4 | $362K | Sell |
2,326
-71
| -3% | -$11.1K | 0.04% | 231 |
|
|
2019
Q3 | $387K | Buy |
2,397
+67
| +3% | +$10.8K | 0.04% | 201 |
|
|
2019
Q2 | $343K | Sell |
2,330
-288
| -11% | -$42.4K | 0.04% | 214 |
|
|
2019
Q1 | $367K | Buy |
2,618
+227
| +9% | +$31.8K | 0.04% | 197 |
|
|
2018
Q4 | $309K | Sell |
2,391
-198
| -8% | -$25.6K | 0.04% | 207 |
|
|
2018
Q3 | $324K | Sell |
2,589
-550
| -18% | -$68.8K | 0.04% | 213 |
|
|
2018
Q2 | $424K | Buy |
3,139
+335
| +12% | +$45.3K | 0.06% | 189 |
|
|
2018
Q1 | $384K | Buy |
2,804
+161
| +6% | +$22K | 0.06% | 177 |
|
|
2017
Q4 | $386K | Buy |
2,643
+1,257
| +91% | +$184K | 0.06% | 176 |
|
|
2017
Q3 | $198K | Buy |
+1,386
| New | +$198K | 0.04% | 198 |
|