1 North Wealth Services’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $983K | Sell |
3,673
-30
| -0.8% | -$8.03K | 0.39% | 40 |
|
|
2025
Q1 | $979K | Sell |
3,703
-171
| -4% | -$45.2K | 0.45% | 36 |
|
|
2024
Q4 | $933K | Buy |
+3,874
| New | +$933K | 0.4% | 40 |
|
|
2019
Q4 | $715K | Hold |
5,222
| – | – | 0.44% | 49 |
|
|
2019
Q3 | $776K | Buy |
+5,222
| New | +$776K | 0.52% | 46 |
|
|
2019
Q1 | $744K | Sell |
5,427
-31
| -0.6% | -$4.25K | 0.52% | 45 |
|
|
2018
Q4 | $654K | Buy |
+5,458
| New | +$654K | 0.55% | 44 |
|