HNWA
Henrickson Nauta Wealth Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
1,402
+6
| +0.4% | +$1.61K | 0.13% | 54 |
|
|
2025
Q1 | $342K | Buy |
1,396
+12
| +0.9% | +$2.94K | 0.14% | 51 |
|
|
2024
Q4 | $333K | Hold |
1,384
| – | – | 0.14% | 58 |
|
|
2024
Q3 | $324K | Buy |
1,384
+14
| +1% | +$3.28K | 0.13% | 60 |
|
|
2024
Q2 | $279K | Hold |
1,370
| – | – | 0.12% | 64 |
|
|
2024
Q1 | $307K | Hold |
1,370
| – | – | 0.14% | 56 |
|
|
2023
Q4 | $261K | Hold |
1,370
| – | – | 0.13% | 66 |
|
|
2023
Q3 | $224K | Sell |
1,370
-3
| -0.2% | -$490 | 0.14% | 51 |
|
|
2023
Q2 | $238K | Hold |
1,373
| – | – | 0.16% | 52 |
|
|
2023
Q1 | $235K | Hold |
1,373
| – | – | 0.17% | 49 |
|
|
2022
Q4 | $257K | Hold |
1,373
| – | – | 0.2% | 43 |
|
|
2022
Q3 | $210K | Buy |
1,373
+3
| +0.2% | +$459 | 0.2% | 42 |
|
|
2022
Q2 | $232K | Hold |
1,370
| – | – | 0.21% | 39 |
|
|
2022
Q1 | $250K | Hold |
1,370
| – | – | 0.21% | 34 |
|
|
2021
Q4 | $231K | Buy |
+1,370
| New | +$231K | 0.19% | 37 |
|