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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $747K | Sell |
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|
2025
Q1 | $755K | Sell |
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|
2024
Q4 | $690K | Buy |
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|
2024
Q3 | $638K | Buy |
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|
2024
Q2 | $554K | Buy |
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|
2024
Q1 | $516K | Buy |
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|
2023
Q4 | $419K | Buy |
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|
2023
Q3 | $332K | Buy |
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|
2023
Q2 | $346K | Buy |
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|
2023
Q1 | $260K | Buy |
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|
2022
Q4 | $279K | Hold |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $251K | Buy |
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