DPW
DiNuzzo Private Wealth’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7K | Hold |
40
| – | – | ﹤0.01% | 259 |
|
|
2025
Q1 | $10.6K | Buy |
40
+1
| +3% | +$264 | ﹤0.01% | 247 |
|
|
2024
Q4 | $9.4K | Hold |
39
| – | – | ﹤0.01% | 254 |
|
|
2024
Q3 | $9.13K | Buy |
39
+1
| +3% | +$234 | ﹤0.01% | 268 |
|
|
2024
Q2 | $7.73K | Buy |
38
+5
| +15% | +$1.02K | ﹤0.01% | 223 |
|
|
2024
Q1 | $7.6K | Hold |
33
| – | – | ﹤0.01% | 200 |
|
|
2023
Q4 | $6.29K | Buy |
+33
| New | +$6.29K | ﹤0.01% | 215 |
|