Apella Capital’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,207
| Closed | -$291K | – | 396 |
|
|
2024
Q4 | $291K | Buy |
1,207
+5
| +0.4% | +$1.21K | 0.01% | 288 |
|
|
2024
Q3 | $282K | Buy |
1,202
+11
| +0.9% | +$2.59K | 0.01% | 279 |
|
|
2024
Q2 | $242K | Buy |
1,191
+1
| +0.1% | +$203 | 0.01% | 282 |
|
|
2024
Q1 | $266K | Buy |
1,190
+18
| +2% | +$4.03K | 0.01% | 257 |
|
|
2023
Q4 | $226K | Buy |
+1,172
| New | +$226K | 0.01% | 267 |
|
|
2023
Q3 | – | Sell |
-1,169
| Closed | -$203K | – | 266 |
|
|
2023
Q2 | $203K | Buy |
+1,169
| New | +$203K | 0.01% | 245 |
|
|
2022
Q4 | $214K | Buy |
+1,143
| New | +$214K | 0.02% | 220 |
|