HCR Wealth Advisors’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Hold |
1,023
| – | – | 0.03% | 195 |
|
|
2025
Q1 | $271K | Hold |
1,023
| – | – | 0.04% | 191 |
|
|
2024
Q4 | $246K | Hold |
1,023
| – | – | 0.03% | 199 |
|
|
2024
Q3 | $240K | Hold |
1,023
| – | – | 0.03% | 207 |
|
|
2024
Q2 | $208K | Hold |
1,023
| – | – | 0.03% | 212 |
|
|
2024
Q1 | $235K | Buy |
+1,023
| New | +$235K | 0.04% | 198 |
|