Atria Wealth Solutions’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.77M | Sell |
14,116
-672
| -5% | -$180K | 0.09% | 263 |
|
|
2025
Q1 | $3.91M | Sell |
14,788
-2,467
| -14% | -$652K | 0.05% | 408 |
|
|
2024
Q4 | $4.16M | Buy |
17,255
+357
| +2% | +$86K | 0.05% | 404 |
|
|
2024
Q3 | $3.96M | Sell |
16,898
-1,220
| -7% | -$286K | 0.04% | 404 |
|
|
2024
Q2 | $3.68M | Sell |
18,118
-3,270
| -15% | -$665K | 0.04% | 416 |
|
|
2024
Q1 | $4.93M | Buy |
21,388
+3,502
| +20% | +$808K | 0.06% | 342 |
|
|
2023
Q4 | $3.41M | Buy |
17,886
+12,548
| +235% | +$2.39M | 0.04% | 418 |
|
|
2023
Q3 | $872K | Buy |
5,338
+1,073
| +25% | +$175K | 0.01% | 875 |
|
|
2023
Q2 | $741K | Sell |
4,265
-9,925
| -70% | -$1.72M | 0.01% | 977 |
|
|
2023
Q1 | $2.43M | Buy |
14,190
+190
| +1% | +$32.6K | 0.04% | 478 |
|
|
2022
Q4 | $2.62M | Sell |
14,000
-156
| -1% | -$29.2K | 0.04% | 422 |
|
|
2022
Q3 | $2.17M | Sell |
14,156
-704
| -5% | -$108K | 0.04% | 452 |
|
|
2022
Q2 | $2.51M | Buy |
14,860
+2,687
| +22% | +$455K | 0.05% | 363 |
|
|
2022
Q1 | $2.22M | Buy |
+12,173
| New | +$2.22M | 0.04% | 456 |
|