GPS Wealth Strategies Group’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166K | Sell |
621
-71
| -10% | -$19K | 0.02% | 357 |
|
|
2025
Q1 | $183K | Buy |
692
+78
| +13% | +$20.6K | 0.02% | 316 |
|
|
2024
Q4 | $148K | Buy |
614
+1
| +0.2% | +$241 | 0.02% | 351 |
|
|
2024
Q3 | $144K | Hold |
613
| – | – | 0.02% | 369 |
|
|
2024
Q2 | $125K | Buy |
613
+65
| +12% | +$13.2K | 0.02% | 351 |
|
|
2024
Q1 | $126K | Sell |
548
-27
| -5% | -$6.22K | 0.02% | 333 |
|
|
2023
Q4 | $110K | Sell |
575
-35
| -6% | -$6.67K | 0.02% | 344 |
|
|
2023
Q3 | $99.6K | Sell |
610
-29
| -5% | -$4.74K | 0.02% | 362 |
|
|
2023
Q2 | $111K | Buy |
639
+1
| +0.2% | +$174 | 0.02% | 345 |
|
|
2023
Q1 | $109K | Buy |
+638
| New | +$109K | 0.02% | 337 |
|
|
2022
Q4 | – | Sell |
-448
| Closed | -$69K | – | 1000 |
|
|
2022
Q3 | $69K | Buy |
448
+26
| +6% | +$4K | 0.02% | 370 |
|
|
2022
Q2 | $71K | Buy |
422
+33
| +8% | +$5.55K | 0.02% | 380 |
|
|
2022
Q1 | $71K | Buy |
389
+74
| +23% | +$13.5K | 0.02% | 367 |
|
|
2021
Q4 | $49K | Hold |
315
| – | – | 0.01% | 406 |
|
|
2021
Q3 | $48K | Hold |
315
| – | – | 0.01% | 394 |
|
|
2021
Q2 | $47K | Hold |
315
| – | – | 0.01% | 416 |
|
|
2021
Q1 | $47K | Buy |
+315
| New | +$47K | 0.01% | 393 |
|