FRA
Frank Rimerman Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Sell |
3,068
-300
| -9% | -$80.3K | 0.06% | 248 |
|
|
2025
Q1 | $891K | Buy |
3,368
+395
| +13% | +$104K | 0.07% | 211 |
|
|
2024
Q4 | $716K | Buy |
2,973
+1
| +0% | +$241 | 0.05% | 244 |
|
|
2024
Q3 | $696K | Sell |
2,972
-160
| -5% | -$37.5K | 0.05% | 273 |
|
|
2024
Q2 | $637K | Buy |
3,132
+3,123
| +34,700% | +$635K | 0.05% | 291 |
|
|
2024
Q1 | $2.07K | Hold |
9
| – | – | ﹤0.01% | 278 |
|
|
2023
Q4 | $1.71K | Buy |
+9
| New | +$1.71K | ﹤0.01% | 278 |
|