Wealth Alliance’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $826K | Buy |
2,851
+144
| +5% | +$41.7K | 0.09% | 198 |
|
2025
Q1 | $817K | Sell |
2,707
-416
| -13% | -$126K | 0.1% | 186 |
|
2024
Q4 | $863K | Buy |
3,123
+35
| +1% | +$9.67K | 0.1% | 184 |
|
2024
Q3 | $891K | Sell |
3,088
-1
| -0% | -$288 | 0.11% | 179 |
|
2024
Q2 | $788K | Sell |
3,089
-277
| -8% | -$70.7K | 0.1% | 177 |
|
2024
Q1 | $872K | Sell |
3,366
-88
| -3% | -$22.8K | 0.11% | 179 |
|
2023
Q4 | $781K | Sell |
3,454
-9
| -0.3% | -$2.03K | 0.11% | 185 |
|
2023
Q3 | $721K | Sell |
3,463
-94
| -3% | -$19.6K | 0.11% | 180 |
|
2023
Q2 | $685K | Sell |
3,557
-2,320
| -39% | -$447K | 0.1% | 199 |
|
2023
Q1 | $1.14M | Buy |
5,877
+97
| +2% | +$18.8K | 0.18% | 122 |
|
2022
Q4 | $1.28M | Sell |
5,780
-45
| -0.8% | -$9.93K | 0.23% | 107 |
|
2022
Q3 | $1.06M | Sell |
5,825
-152
| -3% | -$27.7K | 0.21% | 108 |
|
2022
Q2 | $1.18M | Buy |
5,977
+2,790
| +88% | +$548K | 0.23% | 101 |
|
2022
Q1 | $682K | Buy |
3,187
+36
| +1% | +$7.7K | 0.14% | 159 |
|
2021
Q4 | $609K | Buy |
3,151
+41
| +1% | +$7.92K | 0.12% | 185 |
|
2021
Q3 | $540K | Buy |
3,110
+16
| +0.5% | +$2.78K | 0.12% | 186 |
|
2021
Q2 | $492K | Buy |
3,094
+33
| +1% | +$5.25K | 0.12% | 195 |
|
2021
Q1 | $484K | Sell |
3,061
-258
| -8% | -$40.8K | 0.14% | 181 |
|
2020
Q4 | $511K | Buy |
3,319
+106
| +3% | +$16.3K | 0.15% | 167 |
|
2020
Q3 | $373K | Sell |
3,213
-24
| -0.7% | -$2.79K | 0.13% | 183 |
|
2020
Q2 | $410K | Buy |
3,237
+718
| +29% | +$90.9K | 0.16% | 164 |
|
2020
Q1 | $281K | Buy |
+2,519
| New | +$281K | 0.15% | 171 |
|