Center for Financial Planning’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 | $12K | Hold |
45
| – | – | ﹤0.01% | 449 |
|
|
2025
Q1 | $11.9K | Hold |
45
| – | – | ﹤0.01% | 454 |
|
|
2024
Q4 | $10.8K | Hold |
45
| – | – | ﹤0.01% | 411 |
|
|
2024
Q3 | $10.5K | Hold |
45
| – | – | ﹤0.01% | 396 |
|
|
2024
Q2 | $9.15K | Hold |
45
| – | – | ﹤0.01% | 403 |
|
|
2024
Q1 | $10.4K | Hold |
45
| – | – | ﹤0.01% | 403 |
|
|
2023
Q4 | $8.57K | Hold |
45
| – | – | ﹤0.01% | 384 |
|
|
2023
Q3 | $7.35K | Hold |
45
| – | – | ﹤0.01% | 388 |
|
|
2023
Q2 | $7.82K | Hold |
45
| – | – | ﹤0.01% | 407 |
|
|
2023
Q1 | $7.71K | Sell |
45
-41
| -48% | -$7.03K | ﹤0.01% | 387 |
|
|
2022
Q4 | $16.1K | Buy |
86
+45
| +110% | +$8.44K | ﹤0.01% | 306 |
|
|
2022
Q3 | $6K | Hold |
41
| – | – | ﹤0.01% | 412 |
|
|
2022
Q2 | $7K | Hold |
41
| – | – | ﹤0.01% | 404 |
|
|
2022
Q1 | $7K | Hold |
41
| – | – | ﹤0.01% | 415 |
|
|
2021
Q4 | $6K | Hold |
41
| – | – | ﹤0.01% | 424 |
|
|
2021
Q3 | $6K | Hold |
41
| – | – | ﹤0.01% | 405 |
|
|
2021
Q2 | $6K | Hold |
41
| – | – | ﹤0.01% | 409 |
|
|
2021
Q1 | $6K | Hold |
41
| – | – | ﹤0.01% | 437 |
|
|
2020
Q4 | $6K | Hold |
41
| – | – | ﹤0.01% | 390 |
|
|
2020
Q3 | $4K | Hold |
41
| – | – | ﹤0.01% | 376 |
|
|
2020
Q2 | $5K | Sell |
41
-16
| -28% | -$1.95K | ﹤0.01% | 367 |
|
|
2020
Q1 | $6K | Sell |
57
-34
| -37% | -$3.58K | ﹤0.01% | 397 |
|
|
2019
Q4 | $12K | Buy |
+91
| New | +$12K | ﹤0.01% | 304 |
|