CWM
Cahaba Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Buy |
1,846
+6
| +0.3% | +$1.61K | 0.04% | 95 |
|
|
2025
Q1 | $487K | Sell |
1,840
-16
| -0.9% | -$4.23K | 0.04% | 93 |
|
|
2024
Q4 | $447K | Buy |
1,856
+3
| +0.2% | +$723 | 0.04% | 94 |
|
|
2024
Q3 | $434K | Buy |
1,853
+7
| +0.4% | +$1.64K | 0.04% | 98 |
|
|
2024
Q2 | $375K | Buy |
1,846
+14
| +0.8% | +$2.85K | 0.03% | 102 |
|
|
2024
Q1 | $422K | Hold |
1,832
| – | – | 0.04% | 95 |
|
|
2023
Q4 | $349K | Sell |
1,832
-141
| -7% | -$26.9K | 0.03% | 96 |
|
|
2023
Q3 | $322K | Buy |
+1,973
| New | +$322K | 0.04% | 102 |
|