Fortitude Family Office’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 | $37.7K | Sell |
141
-4
| -3% | -$1.07K | 0.01% | 279 |
|
|
2025
Q1 | $38.3K | Hold |
145
| – | – | 0.01% | 270 |
|
|
2024
Q4 | $34.9K | Buy |
145
+9
| +7% | +$2.17K | 0.01% | 337 |
|
|
2024
Q3 | $31.8K | Buy |
136
+24
| +21% | +$5.62K | 0.01% | 319 |
|
|
2024
Q2 | $22.8K | Hold |
112
| – | – | 0.01% | 283 |
|
|
2024
Q1 | $25.8K | Hold |
112
| – | – | 0.02% | 239 |
|
|
2023
Q4 | $21.3K | Buy |
+112
| New | +$21.3K | 0.02% | 287 |
|