Avion Wealth’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 | $13K | Buy |
50
+24
| +92% | +$6.24K | ﹤0.01% | 405 |
|
|
2025
Q1 | $6K | Hold |
26
| – | – | ﹤0.01% | 513 |
|
|
2024
Q4 | $6K | Buy |
26
+2
| +8% | +$462 | ﹤0.01% | 512 |
|
|
2024
Q3 | $5K | Sell |
24
-2
| -8% | -$417 | ﹤0.01% | 538 |
|
|
2024
Q2 | $5K | Hold |
26
| – | – | ﹤0.01% | 478 |
|
|
2024
Q1 | $6K | Buy |
26
+6
| +30% | +$1.39K | ﹤0.01% | 434 |
|
|
2023
Q4 | $4K | Buy |
20
+5
| +33% | +$1K | ﹤0.01% | 455 |
|
|
2023
Q3 | $2K | Buy |
15
+1
| +7% | +$133 | ﹤0.01% | 523 |
|
|
2023
Q2 | $1K | Buy |
14
+11
| +367% | +$786 | ﹤0.01% | 652 |
|
|
2023
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 770 |
|
|
2021
Q1 | – | Sell |
-34
| Closed | -$5K | – | 386 |
|
|
2020
Q4 | $5K | Hold |
34
| – | – | ﹤0.01% | 282 |
|
|
2020
Q3 | $4K | Hold |
34
| – | – | ﹤0.01% | 248 |
|
|
2020
Q2 | $4K | Hold |
34
| – | – | ﹤0.01% | 221 |
|
|
2020
Q1 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 252 |
|