Aprio 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 | $396K | Buy |
1,478
+238
| +19% | +$63.7K | 0.04% | 232 |
|
|
2025
Q1 | $328K | Buy |
1,240
+165
| +15% | +$43.6K | 0.04% | 254 |
|
|
2024
Q4 | $259K | Buy |
1,075
+101
| +10% | +$24.3K | 0.04% | 240 |
|
|
2024
Q3 | $228K | Buy |
+974
| New | +$228K | 0.04% | 247 |
|
|
2024
Q2 | – | Sell |
-954
| Closed | -$220K | – | 273 |
|
|
2024
Q1 | $220K | Buy |
+954
| New | +$220K | 0.04% | 200 |
|