Bruce G. Allen Investments’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 | $161K | Hold |
600
| – | – | 0.12% | 94 |
|
|
2025
Q1 | $159K | Sell |
600
-50
| -8% | -$13.2K | 0.13% | 93 |
|
|
2024
Q4 | $157K | Sell |
650
-3
| -0.5% | -$723 | 0.13% | 94 |
|
|
2024
Q3 | $153K | Buy |
653
+1
| +0.2% | +$234 | 0.12% | 108 |
|
|
2024
Q2 | $133K | Buy |
652
+65
| +11% | +$13.2K | 0.11% | 118 |
|
|
2024
Q1 | $135K | Buy |
587
+112
| +24% | +$25.8K | 0.11% | 117 |
|
|
2023
Q4 | $90.5K | Buy |
+475
| New | +$90.5K | 0.08% | 163 |
|