AWM
Accurate Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Buy |
+1,166
| New | +$299K | 0.05% | 354 |
|
|
2024
Q4 | – | Sell |
-11,647
| Closed | -$2.81M | – | 402 |
|
|
2024
Q3 | $2.81M | Buy |
11,647
+24
| +0.2% | +$5.78K | 0.56% | 50 |
|
|
2024
Q2 | $2.48M | Buy |
+11,623
| New | +$2.48M | 0.59% | 52 |
|
|
2023
Q3 | – | Sell |
-12,611
| Closed | -$2.09M | – | 298 |
|
|
2023
Q2 | $2.09M | Buy |
+12,611
| New | +$2.09M | 0.65% | 40 |
|
|
2023
Q1 | – | Sell |
-361
| Closed | -$69K | – | 1361 |
|
|
2022
Q4 | $69K | Buy |
+361
| New | +$69K | 0.03% | 382 |
|