Guardian Wealth Advisors (North Carolina)’s Travelers Companies TRV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$761K	Sell	2,608 -89	-3%	-$26.1K	0.05%	171
2025 Q4	$782K	Sell	2,697 -110	-4%	-$31K	0.05%	174
2025 Q3	$784K	Buy	2,807 +16	+0.6%	+$4.29K	0.05%	165
2025 Q2	$747K	Sell	2,791 -63	-2%	-$16.6K	0.05%	165
2025 Q1	$755K	Sell	2,854 -10	-0.3%	-$2.49K	0.06%	152
2024 Q4	$690K	Buy	2,864 +139	+5%	+$34.7K	0.06%	162
2024 Q3	$638K	Buy	2,725 +2	+0.1%	+$441	0.07%	137
2024 Q2	$554K	Buy	2,723 +481	+21%	+$103K	0.06%	142
2024 Q1	$516K	Buy	2,242 +45	+2%	+$9.61K	0.06%	148
2023 Q4	$419K	Buy	2,197 +167	+8%	+$28.9K	0.06%	154
2023 Q3	$332K	Buy	2,030 +36	+2%	+$6.01K	0.06%	172
2023 Q2	$346K	Buy	1,994 +477	+31%	+$84.1K	0.06%	158
2023 Q1	$260K	Buy	1,517 +31	+2%	+$5.64K	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	+$258K	0.05%	164