Avidian Wealth Enterprises’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	$246K	Buy	921 +145	+19%	+$38.8K	0.01%	477
2025 Q1	$205K	Buy	+776	New	+$205K	0.01%	499
2023 Q2	–	Sell	-1,664	Closed	-$285K	–	486
2023 Q1	$285K	Buy	+1,664	New	+$285K	0.02%	392