Drive Wealth Management’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 | $469K | Sell |
1,753
-6
| -0.3% | -$1.61K | 0.1% | 167 |
|
|
2025
Q1 | $465K | Sell |
1,759
-15
| -0.8% | -$3.97K | 0.11% | 147 |
|
|
2024
Q4 | $427K | Buy |
1,774
+14
| +0.8% | +$3.37K | 0.1% | 155 |
|
|
2024
Q3 | $412K | Sell |
1,760
-11
| -0.6% | -$2.58K | 0.11% | 158 |
|
|
2024
Q2 | $360K | Buy |
1,771
+48
| +3% | +$9.76K | 0.1% | 169 |
|
|
2024
Q1 | $397K | Buy |
1,723
+41
| +2% | +$9.44K | 0.11% | 164 |
|
|
2023
Q4 | $320K | Buy |
+1,682
| New | +$320K | 0.1% | 186 |
|
|
2023
Q3 | – | Sell |
-1,340
| Closed | -$233K | – | 310 |
|
|
2023
Q2 | $233K | Buy |
1,340
+49
| +4% | +$8.51K | 0.09% | 219 |
|
|
2023
Q1 | $221K | Buy |
1,291
+177
| +16% | +$30.3K | 0.09% | 237 |
|
|
2022
Q4 | $209K | Buy |
+1,114
| New | +$209K | 0.1% | 212 |
|