Valeo 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
Q3 | $1.28M | Sell |
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|
2025
Q2 | $1.93M | Buy |
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|
2025
Q1 | $1.42M | Sell |
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|
2024
Q4 | $1.41M | Sell |
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|
2024
Q3 | $1.48M | Sell |
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|
2024
Q2 | $1.34M | Buy |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $815K | Buy |
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|
2023
Q2 | $690K | Sell |
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|
2023
Q1 | $765K | Buy |
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|
2022
Q4 | $632K | Buy |
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|
2022
Q3 | $302K | Sell |
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|
2022
Q2 | $338K | Sell |
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|
2022
Q1 | $460K | Buy |
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|
2021
Q4 | $247K | Sell |
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|
2021
Q3 | $225K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $133K | Buy |
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|
2020
Q4 | $101K | Sell |
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|
2020
Q3 | $111K | Sell |
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|
2020
Q2 | $232K | Sell |
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|
2020
Q1 | $296K | Buy |
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|
2019
Q4 | $362K | Sell |
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|
2019
Q3 | $387K | Buy |
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|
2019
Q2 | $343K | Sell |
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|
2019
Q1 | $367K | Buy |
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|
2018
Q4 | $309K | Sell |
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|
2018
Q3 | $324K | Sell |
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|
2018
Q2 | $424K | Buy |
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|
2018
Q1 | $384K | Buy |
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|
2017
Q4 | $386K | Buy |
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|
2017
Q3 | $198K | Buy |
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