Cahill Financial Advisors’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 | $215K | Buy |
802
+2
| +0.3% | +$535 | 0.03% | 265 |
|
|
2025
Q1 | $212K | Buy |
+800
| New | +$212K | 0.03% | 257 |
|
|
2024
Q4 | – | Sell |
-908
| Closed | -$213K | – | 273 |
|
|
2024
Q3 | $213K | Sell |
908
-92
| -9% | -$21.5K | 0.03% | 242 |
|
|
2024
Q2 | $203K | Sell |
1,000
-32
| -3% | -$6.51K | 0.03% | 256 |
|
|
2024
Q1 | $238K | Buy |
+1,032
| New | +$238K | 0.03% | 242 |
|
|
2021
Q4 | – | Sell |
-978
| Closed | -$149K | – | 739 |
|
|
2021
Q3 | $149K | Buy |
+978
| New | +$149K | 0.03% | 235 |
|