EverSource Wealth Advisors’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 | $549K | Buy |
2,052
+1,002
| +95% | +$268K | 0.02% | 414 |
|
|
2025
Q1 | $278K | Buy |
1,050
+333
| +46% | +$88.1K | 0.02% | 548 |
|
|
2024
Q4 | $173K | Buy |
717
+47
| +7% | +$11.3K | 0.01% | 707 |
|
|
2024
Q3 | $157K | Buy |
670
+11
| +2% | +$2.57K | 0.01% | 638 |
|
|
2024
Q2 | $143K | Buy |
659
+87
| +15% | +$18.8K | 0.01% | 676 |
|
|
2024
Q1 | $121K | Buy |
572
+57
| +11% | +$12.1K | 0.01% | 640 |
|
|
2023
Q4 | $98.1K | Buy |
515
+6
| +1% | +$1.14K | 0.01% | 642 |
|
|
2023
Q3 | $83K | Buy |
509
+131
| +35% | +$21.4K | 0.01% | 637 |
|
|
2023
Q2 | $65.6K | Buy |
378
+51
| +16% | +$8.86K | 0.01% | 731 |
|
|
2023
Q1 | $56.1K | Buy |
327
+4
| +1% | +$686 | 0.01% | 754 |
|
|
2022
Q4 | $60.6K | Buy |
323
+66
| +26% | +$12.4K | 0.01% | 689 |
|
|
2022
Q3 | $39K | Buy |
257
+93
| +57% | +$14.1K | 0.01% | 702 |
|
|
2022
Q2 | $28K | Sell |
164
-2
| -1% | -$341 | 0.01% | 746 |
|
|
2022
Q1 | $30K | Buy |
166
+13
| +8% | +$2.35K | 0.01% | 575 |
|
|
2021
Q4 | $24K | Buy |
+153
| New | +$24K | 0.01% | 620 |
|