Forza 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 | $1.09M | Hold |
4,072
| – | – | 0.45% | 51 |
|
|
2025
Q1 | $1.08M | Hold |
4,072
| – | – | 0.48% | 51 |
|
|
2024
Q4 | $981K | Hold |
4,072
| – | – | 0.45% | 58 |
|
|
2024
Q3 | $953K | Hold |
4,072
| – | – | 0.44% | 63 |
|
|
2024
Q2 | $828K | Hold |
4,072
| – | – | 0.43% | 63 |
|
|
2024
Q1 | $937K | Hold |
4,072
| – | – | 0.49% | 58 |
|
|
2023
Q4 | $776K | Sell |
4,072
-35
| -0.9% | -$6.67K | 0.43% | 62 |
|
|
2023
Q3 | $671K | Buy |
4,107
+150
| +4% | +$24.5K | 0.35% | 88 |
|
|
2023
Q2 | $687K | Sell |
3,957
-133
| -3% | -$23.1K | 0.35% | 90 |
|
|
2023
Q1 | $701K | Hold |
4,090
| – | – | 0.36% | 86 |
|
|
2022
Q4 | $767K | Buy |
+4,090
| New | +$767K | 0.51% | 58 |
|