Arkadios Wealth Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Buy |
3,023
+1,343
| +80% | +$359K | 0.02% | 640 |
|
|
2025
Q1 | $444K | Buy |
1,680
+445
| +36% | +$118K | 0.02% | 744 |
|
|
2024
Q4 | $298K | Sell |
1,235
-20
| -2% | -$4.82K | 0.02% | 720 |
|
|
2024
Q3 | $294K | Sell |
1,255
-15
| -1% | -$3.51K | 0.02% | 709 |
|
|
2024
Q2 | $258K | Buy |
+1,270
| New | +$258K | 0.02% | 683 |
|
|
2021
Q4 | – | Sell |
-895
| Closed | -$136K | – | 1676 |
|
|
2021
Q3 | $136K | Sell |
895
-512
| -36% | -$77.8K | 0.02% | 604 |
|
|
2021
Q2 | $210K | Buy |
1,407
+587
| +72% | +$87.6K | 0.03% | 519 |
|
|
2021
Q1 | $123K | Buy |
820
+201
| +32% | +$30.2K | 0.02% | 493 |
|
|
2020
Q4 | $86K | Buy |
619
+509
| +463% | +$70.7K | 0.02% | 461 |
|
|
2020
Q3 | $12.5K | Buy |
110
+1
| +0.9% | +$113 | 0.01% | 701 |
|
|
2020
Q2 | $13K | Buy |
+109
| New | +$13K | 0.01% | 628 |
|