Aaron Wealth Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Buy |
1,117
+34
| +3% | +$9.1K | 0.03% | 360 |
|
|
2025
Q1 | $286K | Sell |
1,083
-47
| -4% | -$12.4K | 0.03% | 335 |
|
|
2024
Q4 | $272K | Buy |
1,130
+169
| +18% | +$40.7K | 0.03% | 348 |
|
|
2024
Q3 | $225K | Buy |
+961
| New | +$225K | 0.03% | 383 |
|
|
2022
Q2 | – | Sell |
-52,078
| Closed | -$285K | – | 794 |
|
|
2022
Q1 | $285K | Buy |
+52,078
| New | +$285K | ﹤0.01% | 689 |
|