GWWM
Great Waters Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
1,404
+20
| +1% | +$5.35K | 0.05% | 74 |
|
|
2025
Q1 | $366K | Buy |
1,384
+27
| +2% | +$7.14K | 0.05% | 69 |
|
|
2024
Q4 | $327K | Buy |
1,357
+4
| +0.3% | +$963 | 0.04% | 80 |
|
|
2024
Q3 | $317K | Buy |
1,353
+3
| +0.2% | +$703 | 0.04% | 81 |
|
|
2024
Q2 | $275K | Buy |
1,350
+7
| +0.5% | +$1.42K | 0.04% | 85 |
|
|
2024
Q1 | $309K | Hold |
1,343
| – | – | 0.05% | 74 |
|
|
2023
Q4 | $257K | Buy |
1,343
+3
| +0.2% | +$574 | 0.05% | 77 |
|
|
2023
Q3 | $218K | Sell |
1,340
-21
| -2% | -$3.42K | 0.04% | 81 |
|
|
2023
Q2 | $236K | Hold |
1,361
| – | – | 0.05% | 79 |
|
|
2023
Q1 | $244K | Buy |
1,361
+4
| +0.3% | +$718 | 0.05% | 77 |
|
|
2022
Q4 | $259K | Buy |
+1,357
| New | +$259K | 0.06% | 79 |
|