Wealthcare Advisory Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Buy |
7,293
+732
| +11% | +$212K | 0.05% | 317 |
|
|
2025
Q1 | $1.98M | Buy |
6,561
+265
| +4% | +$80K | 0.05% | 284 |
|
|
2024
Q4 | $1.74M | Buy |
6,296
+757
| +14% | +$209K | 0.05% | 301 |
|
|
2024
Q3 | $1.6M | Buy |
5,539
+136
| +3% | +$39.2K | 0.05% | 312 |
|
|
2024
Q2 | $1.38M | Buy |
5,403
+1,401
| +35% | +$357K | 0.04% | 308 |
|
|
2024
Q1 | $1.04M | Buy |
4,002
+84
| +2% | +$21.8K | 0.03% | 348 |
|
|
2023
Q4 | $885K | Buy |
3,918
+2,290
| +141% | +$518K | 0.04% | 343 |
|
|
2023
Q3 | $339K | Sell |
1,628
-144
| -8% | -$30K | 0.02% | 521 |
|
|
2023
Q2 | $341K | Buy |
1,772
+53
| +3% | +$10.2K | 0.02% | 533 |
|
|
2023
Q1 | $334K | Buy |
1,719
+30
| +2% | +$5.83K | 0.01% | 553 |
|
|
2022
Q4 | $372K | Buy |
1,689
+237
| +16% | +$52.3K | 0.02% | 484 |
|
|
2022
Q3 | $264K | Buy |
1,452
+305
| +27% | +$55.5K | 0.02% | 514 |
|
|
2022
Q2 | $226K | Buy |
+1,147
| New | +$226K | 0.01% | 502 |
|
|
2021
Q2 | – | Sell |
-164
| Closed | -$26K | – | 744 |
|
|
2021
Q1 | $26K | Buy |
+164
| New | +$26K | ﹤0.01% | 1103 |
|
|
2020
Q2 | – | Sell |
-180
| Closed | -$20K | – | 458 |
|
|
2020
Q1 | $20K | Sell |
180
-209
| -54% | -$23.2K | ﹤0.01% | 725 |
|
|
2019
Q4 | $61K | Hold |
389
| – | – | 0.01% | 502 |
|
|
2019
Q3 | $63K | Sell |
389
-17
| -4% | -$2.75K | 0.01% | 483 |
|
|
2019
Q2 | $60K | Sell |
406
-2
| -0.5% | -$296 | 0.01% | 465 |
|
|
2019
Q1 | $57K | Sell |
408
-4
| -1% | -$559 | 0.01% | 433 |
|
|
2018
Q4 | $53K | Sell |
412
-90
| -18% | -$11.6K | 0.01% | 417 |
|
|
2018
Q3 | $67K | Sell |
502
-225
| -31% | -$30K | 0.01% | 409 |
|
|
2018
Q2 | $92K | Sell |
727
-1,059
| -59% | -$134K | 0.02% | 340 |
|
|
2018
Q1 | $244K | Sell |
1,786
-124
| -6% | -$16.9K | 0.06% | 176 |
|
|
2017
Q4 | $279K | Buy |
1,910
+233
| +14% | +$34K | 0.07% | 141 |
|
|
2017
Q3 | $239K | Buy |
+1,677
| New | +$239K | 0.07% | 130 |
|