GeoWealth Management’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 | $102K | Buy |
380
+11
| +3% | +$2.94K | ﹤0.01% | 810 |
|
|
2025
Q1 | $97.6K | Sell |
369
-407
| -52% | -$108K | ﹤0.01% | 789 |
|
|
2024
Q4 | $187K | Sell |
776
-92
| -11% | -$22.2K | 0.01% | 790 |
|
|
2024
Q3 | $203K | Sell |
868
-102
| -11% | -$23.9K | 0.01% | 714 |
|
|
2024
Q2 | $197K | Sell |
970
-167
| -15% | -$34K | 0.01% | 697 |
|
|
2024
Q1 | $262K | Buy |
1,137
+554
| +95% | +$127K | 0.01% | 606 |
|
|
2023
Q4 | $111K | Buy |
+583
| New | +$111K | 0.01% | 581 |
|