BFS
Bard Financial Services’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Hold |
3,775
| – | – | 0.12% | 119 |
|
|
2025
Q1 | $998K | Hold |
3,775
| – | – | 0.12% | 115 |
|
|
2024
Q4 | $909K | Hold |
3,775
| – | – | 0.11% | 114 |
|
|
2024
Q3 | $884K | Sell |
3,775
-2,410
| -39% | -$564K | 0.1% | 121 |
|
|
2024
Q2 | $1.26M | Hold |
6,185
| – | – | 0.13% | 107 |
|
|
2024
Q1 | $1.42M | Hold |
6,185
| – | – | 0.15% | 101 |
|
|
2023
Q4 | $1.18M | Hold |
6,185
| – | – | 0.13% | 108 |
|
|
2023
Q3 | $1.01M | Hold |
6,185
| – | – | 0.12% | 111 |
|
|
2023
Q2 | $1.07M | Hold |
6,185
| – | – | 0.08% | 167 |
|
|
2023
Q1 | $1.06M | Hold |
6,185
| – | – | 0.08% | 171 |
|
|
2022
Q4 | $1.16M | Hold |
6,185
| – | – | 0.1% | 147 |
|
|
2022
Q3 | $948K | Hold |
6,185
| – | – | 0.09% | 158 |
|
|
2022
Q2 | $1.05M | Hold |
6,185
| – | – | 0.1% | 151 |
|
|
2022
Q1 | $1.13M | Sell |
6,185
-250
| -4% | -$45.7K | 0.09% | 146 |
|
|
2021
Q4 | $1.01M | Hold |
6,435
| – | – | 0.08% | 149 |
|
|
2021
Q3 | $978K | Hold |
6,435
| – | – | 0.09% | 146 |
|
|
2021
Q2 | $963K | Hold |
6,435
| – | – | 0.09% | 146 |
|
|
2021
Q1 | $967K | Sell |
6,435
-195
| -3% | -$29.3K | 0.09% | 140 |
|
|
2020
Q4 | $931K | Buy |
+6,630
| New | +$931K | 0.09% | 139 |
|