1IA
1620 Investment Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Buy |
2,365
+26
| +1% | +$6.96K | 0.45% | 68 |
|
|
2025
Q1 | $618K | Buy |
2,339
+68
| +3% | +$18K | 0.47% | 60 |
|
|
2024
Q4 | $547K | Buy |
2,271
+57
| +3% | +$13.7K | 0.41% | 73 |
|
|
2024
Q3 | $518K | Sell |
2,214
-220
| -9% | -$51.5K | 0.37% | 80 |
|
|
2024
Q2 | $495K | Buy |
2,434
+1,808
| +289% | +$368K | 0.38% | 74 |
|
|
2024
Q1 | $497K | Buy |
+626
| New | +$497K | 0.5% | 66 |
|
|
2023
Q4 | – | Sell |
-2,091
| Closed | -$341K | – | 154 |
|
|
2023
Q3 | $341K | Buy |
2,091
+3
| +0.1% | +$490 | 0.39% | 90 |
|
|
2023
Q2 | $363K | Buy |
+2,088
| New | +$363K | 0.39% | 83 |
|
|
2023
Q1 | – | Sell |
-2,071
| Closed | -$388K | – | 143 |
|
|
2022
Q4 | $388K | Buy |
2,071
+32
| +2% | +$6K | 0.47% | 74 |
|
|
2022
Q3 | $312K | Sell |
2,039
-16
| -0.8% | -$2.45K | 0.46% | 73 |
|
|
2022
Q2 | $348K | Buy |
+2,055
| New | +$348K | 0.48% | 75 |
|