WBH Advisory’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
3,766
-167
| -4% | -$48.4K | 0.09% | 148 |
|
|
2025
Q1 | $1.19M | Sell |
3,933
-93
| -2% | -$28.1K | 0.11% | 132 |
|
|
2024
Q4 | $1.11M | Sell |
4,026
-116
| -3% | -$32.1K | 0.1% | 142 |
|
|
2024
Q3 | $1.19M | Buy |
4,142
+624
| +18% | +$180K | 0.11% | 134 |
|
|
2024
Q2 | $897K | Sell |
3,518
-92
| -3% | -$23.5K | 0.09% | 155 |
|
|
2024
Q1 | $935K | Sell |
3,610
-82
| -2% | -$21.2K | 0.1% | 152 |
|
|
2023
Q4 | $834K | Sell |
3,692
-6
| -0.2% | -$1.36K | 0.09% | 164 |
|
|
2023
Q3 | $770K | Sell |
3,698
-84
| -2% | -$17.5K | 0.09% | 159 |
|
|
2023
Q2 | $728K | Sell |
3,782
-111
| -3% | -$21.4K | 0.09% | 172 |
|
|
2023
Q1 | $756K | Buy |
+3,893
| New | +$756K | 0.09% | 168 |
|
|
2022
Q3 | $667K | Sell |
3,666
-9
| -0.2% | -$1.64K | 0.1% | 170 |
|
|
2022
Q2 | $711K | Hold |
3,675
| – | – | 0.09% | 172 |
|
|
2022
Q1 | $776K | Sell |
3,675
-215
| -6% | -$45.4K | 0.1% | 169 |
|
|
2021
Q4 | $752K | Sell |
3,890
-40
| -1% | -$7.73K | 0.09% | 180 |
|
|
2021
Q3 | $682K | Hold |
3,930
| – | – | 0.09% | 178 |
|
|
2021
Q2 | $661K | Sell |
3,930
-55
| -1% | -$9.25K | 0.1% | 154 |
|
|
2021
Q1 | $630K | Sell |
3,985
-25
| -0.6% | -$3.95K | 0.1% | 157 |
|
|
2020
Q4 | $625K | Sell |
4,010
-321
| -7% | -$50K | 0.11% | 148 |
|
|
2020
Q3 | $503K | Sell |
4,331
-1,217
| -22% | -$141K | 0.1% | 161 |
|
|
2020
Q2 | $702K | Sell |
5,548
-14
| -0.3% | -$1.77K | 0.17% | 115 |
|
|
2020
Q1 | $621 | Sell |
5,562
-112
| -2% | -$13 | 0.15% | 118 |
|
|
2019
Q4 | $883K | Sell |
5,674
-96
| -2% | -$14.9K | 0.18% | 118 |
|
|
2019
Q3 | $931K | Sell |
5,770
-600
| -9% | -$96.8K | 0.21% | 109 |
|
|
2019
Q2 | $938K | Sell |
6,370
-939
| -13% | -$138K | 0.22% | 102 |
|
|
2019
Q1 | $1.02M | Sell |
7,309
-1,999
| -21% | -$280K | 0.24% | 97 |
|
|
2018
Q4 | $1.2K | Sell |
9,308
-361
| -4% | -$47 | 0.29% | 78 |
|
|
2018
Q3 | $1.29M | Sell |
9,669
-622
| -6% | -$83.1K | 0.31% | 76 |
|
|
2018
Q2 | $1.31M | Sell |
10,291
-371
| -3% | -$47.1K | 0.34% | 70 |
|
|
2018
Q1 | $1.46M | Sell |
10,662
-80
| -0.7% | -$10.9K | 0.4% | 59 |
|
|
2017
Q4 | $1.57M | Sell |
10,742
-135
| -1% | -$19.7K | 0.42% | 56 |
|
|
2017
Q3 | $1.55M | Sell |
10,877
-332
| -3% | -$47.3K | 0.43% | 55 |
|
|
2017
Q2 | $1.63M | Sell |
11,209
-4
| -0% | -$581 | 0.46% | 49 |
|
|
2017
Q1 | $1.53M | Buy |
11,213
+390
| +4% | +$53.1K | 0.46% | 52 |
|
|
2016
Q4 | $1.43M | Sell |
10,823
-806
| -7% | -$106K | 0.48% | 51 |
|
|
2016
Q3 | $1.46M | Sell |
11,629
-517
| -4% | -$65K | 0.5% | 52 |
|
|
2016
Q2 | $1.59M | Sell |
12,146
-110
| -0.9% | -$14.4K | 0.62% | 43 |
|
|
2016
Q1 | $1.46M | Buy |
+12,256
| New | +$1.46M | 0.49% | 43 |
|