West Michigan Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Buy |
10,675
+72
| +0.7% | +$20.9K | 0.88% | 31 |
|
|
2025
Q1 | $3.21M | Buy |
10,603
+515
| +5% | +$156K | 1.07% | 27 |
|
|
2024
Q4 | $2.8M | Buy |
10,088
+26
| +0.3% | +$7.21K | 0.84% | 31 |
|
|
2024
Q3 | $2.91M | Buy |
10,062
+145
| +1% | +$41.9K | 0.88% | 33 |
|
|
2024
Q2 | $2.54M | Buy |
9,917
+319
| +3% | +$81.7K | 0.81% | 33 |
|
|
2024
Q1 | $2.49M | Buy |
9,598
+51
| +0.5% | +$13.2K | 0.81% | 35 |
|
|
2023
Q4 | $2.16M | Buy |
9,547
+1,977
| +26% | +$447K | 0.82% | 34 |
|
|
2023
Q3 | $1.58M | Buy |
7,570
+162
| +2% | +$33.7K | 0.84% | 33 |
|
|
2023
Q2 | $1.43M | Sell |
7,408
-252
| -3% | -$48.5K | 0.57% | 49 |
|
|
2023
Q1 | $1.49M | Buy |
7,660
+247
| +3% | +$48K | 0.84% | 32 |
|
|
2022
Q4 | $1.64M | Sell |
7,413
-209
| -3% | -$46.1K | 1.19% | 19 |
|
|
2022
Q3 | $1.39M | Buy |
7,622
+244
| +3% | +$44.4K | 1.21% | 18 |
|
|
2022
Q2 | $1.45M | Buy |
7,378
+575
| +8% | +$113K | 1.25% | 19 |
|
|
2022
Q1 | $1.46M | Buy |
6,803
+2,199
| +48% | +$470K | 0.98% | 24 |
|
|
2021
Q4 | $890K | Buy |
+4,604
| New | +$890K | 0.66% | 30 |
|