Atria Wealth Solutions’s Travelers Companies TRV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.77M	Sell	14,116 -672	-5%	-$177K	0.09%	263
2025 Q1	$3.91M	Sell	14,788 -2,467	-14%	-$615K	0.05%	410
2024 Q4	$4.16M	Buy	17,255 +357	+2%	+$89.1K	0.05%	406
2024 Q3	$3.96M	Sell	16,898 -1,220	-7%	-$269K	0.04%	406
2024 Q2	$3.68M	Sell	18,118 -3,270	-15%	-$703K	0.04%	418
2024 Q1	$4.93M	Buy	21,388 +3,502	+20%	+$748K	0.06%	344
2023 Q4	$3.41M	Buy	17,886 +12,548	+235%	+$2.17M	0.04%	420
2023 Q3	$872K	Buy	5,338 +1,073	+25%	+$179K	0.01%	879
2023 Q2	$741K	Sell	4,265 -9,925	-70%	-$1.75M	0.01%	980
2023 Q1	$2.43M	Buy	14,190 +190	+1%	+$34.5K	0.04%	479
2022 Q4	$2.62M	Sell	14,000 -156	-1%	-$28.1K	0.04%	422
2022 Q3	$2.17M	Sell	14,156 -704	-5%	-$114K	0.04%	455
2022 Q2	$2.51M	Buy	14,860 +2,687	+22%	+$467K	0.05%	379
2022 Q1	$2.22M	Buy	+12,173	New	+$2.09M	0.04%	456