GFPC
Global Financial Private Client’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
879
+13
| +2% | +$3.48K | 0.09% | 202 |
|
|
2025
Q1 | $229K | Buy |
866
+23
| +3% | +$6.08K | 0.09% | 187 |
|
|
2024
Q4 | $203K | Buy |
843
+9
| +1% | +$2.17K | 0.08% | 197 |
|
|
2024
Q3 | $195K | Hold |
834
| – | – | 0.08% | 198 |
|
|
2024
Q2 | $170K | Hold |
834
| – | – | 0.07% | 194 |
|
|
2024
Q1 | $190K | Buy |
834
+34
| +4% | +$7.76K | 0.08% | 182 |
|
|
2023
Q4 | $152K | Hold |
800
| – | – | 0.07% | 188 |
|
|
2023
Q3 | $130K | Hold |
800
| – | – | 0.07% | 192 |
|
|
2023
Q2 | $138K | Hold |
800
| – | – | 0.07% | 195 |
|
|
2023
Q1 | $138K | Hold |
800
| – | – | 0.07% | 178 |
|
|
2022
Q4 | $150K | Hold |
800
| – | – | 0.08% | 159 |
|
|
2022
Q3 | $126K | Hold |
800
| – | – | 0.07% | 177 |
|
|
2022
Q2 | $137K | Hold |
800
| – | – | 0.08% | 166 |
|
|
2022
Q1 | $148K | Hold |
800
| – | – | 0.07% | 158 |
|
|
2021
Q4 | $125K | Buy |
800
+600
| +300% | +$93.9K | 0.06% | 177 |
|
|
2021
Q3 | $30.5K | Hold |
200
| – | – | 0.02% | 281 |
|
|
2021
Q2 | $30.4K | Hold |
200
| – | – | 0.02% | 285 |
|
|
2021
Q1 | $30.1K | Hold |
200
| – | – | 0.02% | 251 |
|
|
2020
Q4 | $28.1K | Hold |
200
| – | – | 0.02% | 239 |
|
|
2020
Q3 | $21.6K | Hold |
200
| – | – | 0.02% | 254 |
|
|
2020
Q2 | $22.5K | Sell |
200
-100
| -33% | -$11.3K | 0.02% | 283 |
|
|
2020
Q1 | $28.6K | Hold |
300
| – | – | 0.03% | 276 |
|
|
2019
Q4 | $41.1K | Buy |
+300
| New | +$41.1K | 0.03% | 263 |
|