FullCircle Wealth’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 | $1.02M | Sell |
3,861
-9
| -0.2% | -$2.37K | 0.38% | 93 |
|
|
2025
Q1 | $1.01M | Sell |
3,870
-17
| -0.4% | -$4.45K | 0.42% | 81 |
|
|
2024
Q4 | $945K | Sell |
3,887
-147
| -4% | -$35.7K | 0.39% | 85 |
|
|
2024
Q3 | $1.02M | Sell |
4,034
-24
| -0.6% | -$6.06K | 0.46% | 76 |
|
|
2024
Q2 | $843K | Buy |
+4,058
| New | +$843K | 0.41% | 85 |
|