CPIA
Cornell Pochily Investment Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Buy |
1,591
+202
| +15% | +$54K | 0.14% | 128 |
|
|
2025
Q1 | $367K | Sell |
1,389
-2
| -0.1% | -$529 | 0.13% | 130 |
|
|
2024
Q4 | $335K | Sell |
1,391
-108
| -7% | -$26K | 0.12% | 131 |
|
|
2024
Q3 | $351K | Buy |
1,499
+42
| +3% | +$9.83K | 0.12% | 132 |
|
|
2024
Q2 | $296K | Buy |
1,457
+40
| +3% | +$8.13K | 0.11% | 137 |
|
|
2024
Q1 | $326K | Buy |
1,417
+4
| +0.3% | +$921 | 0.13% | 132 |
|
|
2023
Q4 | $269K | Buy |
+1,413
| New | +$269K | 0.11% | 149 |
|
|
2023
Q3 | – | Sell |
-1,189
| Closed | -$206K | – | 173 |
|
|
2023
Q2 | $206K | Hold |
1,189
| – | – | 0.08% | 163 |
|
|
2023
Q1 | $204K | Sell |
1,189
-125
| -10% | -$21.4K | 0.09% | 164 |
|
|
2022
Q4 | $246K | Hold |
1,314
| – | – | 0.11% | 151 |
|
|
2022
Q3 | $201K | Hold |
1,314
| – | – | 0.09% | 162 |
|
|
2022
Q2 | $222K | Hold |
1,314
| – | – | 0.1% | 158 |
|
|
2022
Q1 | $240K | Sell |
1,314
-25
| -2% | -$4.57K | 0.09% | 156 |
|
|
2021
Q4 | $209K | Hold |
1,339
| – | – | 0.08% | 158 |
|
|
2021
Q3 | $204K | Sell |
1,339
-83
| -6% | -$12.6K | 0.09% | 158 |
|
|
2021
Q2 | $213K | Buy |
+1,422
| New | +$213K | 0.09% | 154 |
|