Focus Partners Wealth’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 | $1.62M | Sell |
6,069
-11,767
| -66% | -$3.15M | ﹤0.01% | 959 |
|
|
2025
Q1 | $4.72M | Buy |
17,836
+1,381
| +8% | +$365K | 0.01% | 640 |
|
|
2024
Q4 | $3.96M | Buy |
16,455
+2,470
| +18% | +$595K | 0.01% | 674 |
|
|
2024
Q3 | $3.27M | Buy |
13,985
+3,480
| +33% | +$815K | 0.01% | 658 |
|
|
2024
Q2 | $2.14M | Buy |
10,505
+2,769
| +36% | +$563K | 0.01% | 638 |
|
|
2024
Q1 | $1.78M | Buy |
7,736
+2,249
| +41% | +$517K | 0.01% | 508 |
|
|
2023
Q4 | $1.05M | Buy |
+5,487
| New | +$1.05M | 0.01% | 444 |
|