Westover Capital 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 | $217K | Hold |
750
| – | – | 0.04% | 215 |
|
|
2025
Q1 | $226K | Hold |
750
| – | – | 0.05% | 220 |
|
|
2024
Q4 | $207K | Hold |
750
| – | – | 0.05% | 231 |
|
|
2024
Q3 | $216K | Buy |
+750
| New | +$216K | 0.04% | 232 |
|
|
2023
Q2 | – | Sell |
-4,082
| Closed | -$793K | – | 176 |
|
|
2023
Q1 | $793K | Sell |
4,082
-7
| -0.2% | -$1.36K | 0.29% | 76 |
|
|
2022
Q4 | $902K | Sell |
4,089
-53
| -1% | -$11.7K | 0.36% | 69 |
|
|
2022
Q3 | $753K | Sell |
4,142
-250
| -6% | -$45.4K | 0.29% | 76 |
|
|
2022
Q2 | $863K | Sell |
4,392
-30
| -0.7% | -$5.9K | 0.32% | 72 |
|
|
2022
Q1 | $946K | Sell |
4,422
-100
| -2% | -$21.4K | 0.3% | 77 |
|
|
2021
Q4 | $874K | Buy |
4,522
+1,510
| +50% | +$292K | 0.25% | 79 |
|
|
2021
Q3 | $523K | Buy |
3,012
+699
| +30% | +$121K | 0.16% | 101 |
|
|
2021
Q2 | $368K | Buy |
+2,313
| New | +$368K | 0.12% | 125 |
|
|
2017
Q3 | – | Sell |
-2,911
| Closed | -$423K | – | 118 |
|
|
2017
Q2 | $423K | Sell |
2,911
-13
| -0.4% | -$1.89K | 0.28% | 74 |
|
|
2017
Q1 | $398K | Sell |
2,924
-49
| -2% | -$6.67K | 0.27% | 78 |
|
|
2016
Q4 | $393K | Sell |
2,973
-682
| -19% | -$90.2K | 0.28% | 76 |
|
|
2016
Q3 | $459K | Buy |
+3,655
| New | +$459K | 0.34% | 69 |
|