Foundations Investment Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $842K | Buy |
3,146
+438
| +16% | +$117K | 0.01% | 471 |
|
|
2025
Q1 | $716K | Buy |
2,708
+294
| +12% | +$77.7K | 0.01% | 483 |
|
|
2024
Q4 | $582K | Buy |
2,414
+349
| +17% | +$84.1K | 0.01% | 513 |
|
|
2024
Q3 | $484K | Buy |
2,065
+962
| +87% | +$225K | 0.01% | 525 |
|
|
2024
Q2 | $224K | Buy |
+1,103
| New | +$224K | 0.01% | 693 |
|
|
2024
Q1 | – | Sell |
-1,445
| Closed | -$306K | – | 751 |
|
|
2023
Q4 | $306K | Buy |
+1,445
| New | +$306K | 0.01% | 546 |
|
|
2023
Q1 | – | Sell |
-1,157
| Closed | -$217K | – | 536 |
|
|
2022
Q4 | $217K | Buy |
+1,157
| New | +$217K | 0.01% | 396 |
|
|
2022
Q3 | – | Sell |
-1,186
| Closed | -$202K | – | 438 |
|
|
2022
Q2 | $202K | Buy |
+1,186
| New | +$202K | 0.01% | 369 |
|