Cornerstone Planning Group’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 | $41.7K | Buy |
157
+61
| +64% | +$16.2K | 0.01% | 273 |
|
|
2025
Q1 | $24.9K | Buy |
96
+84
| +700% | +$21.8K | 0.01% | 366 |
|
|
2024
Q4 | $3.01K | Sell |
12
-1
| -8% | -$251 | ﹤0.01% | 692 |
|
|
2024
Q3 | $3.23K | Buy |
13
+2
| +18% | +$497 | ﹤0.01% | 662 |
|
|
2024
Q2 | $2.3K | Buy |
11
+1
| +10% | +$209 | ﹤0.01% | 730 |
|
|
2024
Q1 | $2.14K | Hold |
10
| – | – | ﹤0.01% | 655 |
|
|
2023
Q4 | $1.91K | Hold |
10
| – | – | ﹤0.01% | 647 |
|
|
2023
Q3 | $1.63K | Sell |
10
-8
| -44% | -$1.31K | ﹤0.01% | 699 |
|
|
2023
Q2 | $3.13K | Buy |
+18
| New | +$3.13K | ﹤0.01% | 1046 |
|
|
2022
Q4 | $2.58K | Buy |
+14
| New | +$2.58K | ﹤0.01% | 1125 |
|