GWANC
Guardian Wealth Advisors (North Carolina)’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $747K | Sell |
2,791
-63
| -2% | -$16.9K | 0.05% | 165 |
|
|
2025
Q1 | $755K | Sell |
2,854
-10
| -0.3% | -$2.65K | 0.06% | 152 |
|
|
2024
Q4 | $690K | Buy |
2,864
+139
| +5% | +$33.5K | 0.05% | 161 |
|
|
2024
Q3 | $638K | Buy |
2,725
+2
| +0.1% | +$468 | 0.07% | 136 |
|
|
2024
Q2 | $554K | Buy |
2,723
+481
| +21% | +$97.8K | 0.06% | 142 |
|
|
2024
Q1 | $516K | Buy |
2,242
+45
| +2% | +$10.4K | 0.06% | 148 |
|
|
2023
Q4 | $419K | Buy |
2,197
+167
| +8% | +$31.8K | 0.06% | 154 |
|
|
2023
Q3 | $332K | Buy |
2,030
+36
| +2% | +$5.88K | 0.06% | 172 |
|
|
2023
Q2 | $346K | Buy |
1,994
+477
| +31% | +$82.8K | 0.06% | 158 |
|
|
2023
Q1 | $260K | Buy |
1,517
+31
| +2% | +$5.31K | 0.05% | 177 |
|
|
2022
Q4 | $279K | Hold |
1,486
| – | – | 0.05% | 160 |
|
|
2022
Q3 | $228K | Hold |
1,486
| – | – | 0.04% | 167 |
|
|
2022
Q2 | $251K | Buy |
+1,486
| New | +$251K | 0.05% | 164 |
|