Abound Wealth Management’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 | $24.1K | Hold |
90
| – | – | 0.01% | 301 |
|
|
2025
Q1 | $23.8K | Sell |
90
-14
| -13% | -$3.71K | 0.01% | 270 |
|
|
2024
Q4 | $25.1K | Buy |
104
+1
| +1% | +$242 | 0.01% | 251 |
|
|
2024
Q3 | $24.1K | Hold |
103
| – | – | 0.01% | 258 |
|
|
2024
Q2 | $21K | Buy |
103
+32
| +45% | +$6.51K | 0.01% | 245 |
|
|
2024
Q1 | $16.4K | Sell |
71
-75
| -51% | -$17.3K | 0.01% | 287 |
|
|
2023
Q4 | $27.9K | Buy |
146
+79
| +118% | +$15.1K | 0.01% | 208 |
|
|
2023
Q3 | $10.9K | Buy |
67
+28
| +72% | +$4.57K | ﹤0.01% | 312 |
|
|
2023
Q2 | $6.78K | Buy |
39
+7
| +22% | +$1.22K | ﹤0.01% | 418 |
|
|
2023
Q1 | $5.49K | Buy |
32
+10
| +45% | +$1.71K | ﹤0.01% | 384 |
|
|
2022
Q4 | $4.13K | Hold |
22
| – | – | ﹤0.01% | 387 |
|
|
2022
Q3 | $3.38K | Buy |
+22
| New | +$3.38K | ﹤0.01% | 418 |
|