Wealthfront Advisers’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Buy |
49,104
+2,971
| +6% | +$861K | 0.04% | 161 |
|
|
2025
Q1 | $13.9M | Buy |
46,133
+3,027
| +7% | +$914K | 0.04% | 152 |
|
|
2024
Q4 | $11.9M | Buy |
43,106
+1,609
| +4% | +$445K | 0.03% | 156 |
|
|
2024
Q3 | $12M | Buy |
41,497
+1,102
| +3% | +$318K | 0.04% | 143 |
|
|
2024
Q2 | $10.3M | Buy |
40,395
+1,320
| +3% | +$337K | 0.03% | 147 |
|
|
2024
Q1 | $10.1M | Buy |
39,075
+315
| +0.8% | +$81.6K | 0.04% | 143 |
|
|
2023
Q4 | $8.76M | Buy |
38,760
+5,455
| +16% | +$1.23M | 0.03% | 149 |
|
|
2023
Q3 | $6.93M | Buy |
33,305
+4,874
| +17% | +$1.01M | 0.03% | 164 |
|
|
2023
Q2 | $5.47M | Sell |
28,431
-3,026
| -10% | -$583K | 0.02% | 198 |
|
|
2023
Q1 | $6.11M | Buy |
31,457
+550
| +2% | +$107K | 0.03% | 175 |
|
|
2022
Q4 | $6.82M | Buy |
30,907
+5,492
| +22% | +$1.21M | 0.03% | 161 |
|
|
2022
Q3 | $4.62M | Buy |
25,415
+872
| +4% | +$159K | 0.02% | 183 |
|
|
2022
Q2 | $4.83M | Buy |
24,543
+6,742
| +38% | +$1.33M | 0.02% | 188 |
|
|
2022
Q1 | $3.81M | Buy |
17,801
+6,412
| +56% | +$1.37M | 0.02% | 258 |
|
|
2021
Q4 | $2.2M | Buy |
11,389
+30
| +0.3% | +$5.8K | 0.01% | 360 |
|
|
2021
Q3 | $1.97M | Buy |
11,359
+5,314
| +88% | +$922K | 0.01% | 352 |
|
|
2021
Q2 | $961K | Buy |
6,045
+437
| +8% | +$69.5K | ﹤0.01% | 434 |
|
|
2021
Q1 | $886K | Buy |
5,608
+199
| +4% | +$31.4K | ﹤0.01% | 395 |
|
|
2020
Q4 | $832K | Buy |
5,409
+2,273
| +72% | +$350K | 0.01% | 381 |
|
|
2020
Q3 | $364K | Sell |
3,136
-2,646
| -46% | -$307K | ﹤0.01% | 443 |
|
|
2020
Q2 | $732K | Buy |
+5,782
| New | +$732K | 0.01% | 369 |
|
|
2020
Q1 | – | Sell |
-20,434
| Closed | -$3.18M | – | 441 |
|
|
2019
Q4 | $3.18M | Sell |
20,434
-1,092
| -5% | -$170K | 0.02% | 115 |
|
|
2019
Q3 | $3.48M | Buy |
21,526
+110
| +0.5% | +$17.8K | 0.03% | 102 |
|
|
2019
Q2 | $3.15M | Buy |
21,416
+1,103
| +5% | +$162K | 0.03% | 101 |
|
|
2019
Q1 | $2.85M | Buy |
20,313
+4,080
| +25% | +$571K | 0.03% | 106 |
|
|
2018
Q4 | $2.1M | Buy |
+16,233
| New | +$2.1M | 0.02% | 121 |
|