FWM
FSA Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24K | Hold |
90
| – | – | 0.01% | 221 |
|
|
2025
Q1 | $23.7K | Hold |
90
| – | – | 0.01% | 207 |
|
|
2024
Q4 | $21.6K | Hold |
90
| – | – | 0.01% | 225 |
|
|
2024
Q3 | $21K | Buy |
+90
| New | +$21K | 0.01% | 237 |
|
|
2024
Q1 | $20.5K | Hold |
89
| – | – | 0.01% | 246 |
|
|
2023
Q4 | $17K | Buy |
+89
| New | +$17K | 0.01% | 255 |
|
|
2020
Q3 | – | Sell |
-1,510
| Closed | -$172K | – | 331 |
|
|
2020
Q2 | $172K | Hold |
1,510
| – | – | 0.12% | 57 |
|
|
2020
Q1 | $150K | Hold |
1,510
| – | – | 0.13% | 57 |
|
|
2019
Q4 | $207K | Buy |
+1,510
| New | +$207K | 0.15% | 53 |
|