Financial Management Professionals’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 | $21.9K | Buy |
82
+6
| +8% | +$1.61K | ﹤0.01% | 396 |
|
|
2025
Q1 | $20.1K | Buy |
76
+11
| +17% | +$2.91K | ﹤0.01% | 422 |
|
|
2024
Q4 | $15.7K | Sell |
65
-8
| -11% | -$1.93K | ﹤0.01% | 445 |
|
|
2024
Q3 | $17K | Buy |
73
+10
| +16% | +$2.33K | ﹤0.01% | 446 |
|
|
2024
Q2 | $13K | Buy |
63
+2
| +3% | +$413 | ﹤0.01% | 458 |
|
|
2024
Q1 | $14K | Hold |
61
| – | – | ﹤0.01% | 491 |
|
|
2023
Q4 | $12K | Buy |
61
+4
| +7% | +$787 | ﹤0.01% | 510 |
|
|
2023
Q3 | $9K | Buy |
57
+2
| +4% | +$316 | ﹤0.01% | 513 |
|
|
2023
Q2 | $10K | Buy |
55
+5
| +10% | +$909 | ﹤0.01% | 542 |
|
|
2023
Q1 | $9K | Buy |
50
+17
| +52% | +$3.06K | ﹤0.01% | 592 |
|
|
2022
Q4 | $6K | Buy |
33
+6
| +22% | +$1.09K | ﹤0.01% | 606 |
|
|
2022
Q3 | $4K | Sell |
27
-13
| -33% | -$1.93K | ﹤0.01% | 650 |
|
|
2022
Q2 | $7K | Sell |
40
-54
| -57% | -$9.45K | ﹤0.01% | 574 |
|
|
2022
Q1 | $17K | Buy |
94
+41
| +77% | +$7.42K | ﹤0.01% | 401 |
|
|
2021
Q4 | $8K | Hold |
53
| – | – | ﹤0.01% | 526 |
|
|
2021
Q3 | $8K | Buy |
53
+2
| +4% | +$302 | ﹤0.01% | 525 |
|
|
2021
Q2 | $8K | Buy |
51
+43
| +538% | +$6.75K | ﹤0.01% | 443 |
|
|
2021
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 642 |
|
|
2020
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 613 |
|
|
2020
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 584 |
|
|
2017
Q1 | – | Sell |
-90
| Closed | -$11K | – | 312 |
|
|
2016
Q4 | $11K | Buy |
+90
| New | +$11K | 0.01% | 156 |
|