Beaird Harris Wealth Management’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 | $143K | Buy |
534
+23
| +5% | +$6.15K | 0.01% | 149 |
|
|
2025
Q1 | $135K | Buy |
511
+11
| +2% | +$2.91K | 0.01% | 144 |
|
|
2024
Q4 | $120K | Hold |
500
| – | – | 0.01% | 156 |
|
|
2024
Q3 | $117K | Hold |
500
| – | – | 0.01% | 163 |
|
|
2024
Q2 | $102K | Sell |
500
-3
| -0.6% | -$611 | 0.01% | 160 |
|
|
2024
Q1 | $116K | Buy |
503
+500
| +16,667% | +$115K | 0.01% | 146 |
|
|
2023
Q4 | $572 | Buy |
+3
| New | +$572 | ﹤0.01% | 560 |
|
|
2022
Q3 | – | Sell |
-45
| Closed | -$8K | – | 531 |
|
|
2022
Q2 | $8K | Buy |
+45
| New | +$8K | ﹤0.01% | 271 |
|