Fountainhead AM’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
$215K Sell
805
-9
-1% -$2.41K 0.03% 195
2025
Q1
$215K Buy
+814
New +$215K 0.04% 170