AFA
AA Financial Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
3,939
-666
| -14% | -$178K | 0.23% | 70 |
|
|
2025
Q1 | $1.22M | Buy |
4,605
+34
| +0.7% | +$8.99K | 0.3% | 65 |
|
|
2024
Q4 | $1.1M | Buy |
4,571
+327
| +8% | +$78.8K | 0.29% | 64 |
|
|
2024
Q3 | $993K | Buy |
4,244
+6
| +0.1% | +$1.41K | 0.29% | 69 |
|
|
2024
Q2 | $862K | Sell |
4,238
-254
| -6% | -$51.6K | 0.3% | 70 |
|
|
2024
Q1 | $1.03M | Buy |
+4,492
| New | +$1.03M | 0.42% | 61 |
|