HWA
HHM Wealth Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34K | Hold |
5
| – | – | ﹤0.01% | 795 |
|
|
2025
Q1 | $1.32K | Hold |
5
| – | – | ﹤0.01% | 802 |
|
|
2024
Q4 | $1.21K | Buy |
+5
| New | +$1.21K | ﹤0.01% | 823 |
|
|
2023
Q4 | – | Sell |
-4
| Closed | -$654 | – | 815 |
|
|
2023
Q3 | $654 | Buy |
+4
| New | +$654 | ﹤0.01% | 748 |
|
|
2022
Q3 | – | Sell |
-474
| Closed | -$80K | – | 810 |
|
|
2022
Q2 | $80K | Sell |
474
-52
| -10% | -$8.78K | 0.02% | 214 |
|
|
2022
Q1 | $96K | Sell |
526
-2
| -0.4% | -$365 | 0.02% | 225 |
|
|
2021
Q4 | $83K | Hold |
528
| – | – | 0.02% | 241 |
|
|
2021
Q3 | $80K | Sell |
528
-125
| -19% | -$18.9K | 0.02% | 235 |
|
|
2021
Q2 | $98K | Hold |
653
| – | – | 0.03% | 209 |
|
|
2021
Q1 | $98K | Hold |
653
| – | – | 0.03% | 189 |
|
|
2020
Q4 | $92K | Hold |
653
| – | – | 0.03% | 182 |
|
|
2020
Q3 | $71K | Sell |
653
-44
| -6% | -$4.78K | 0.03% | 190 |
|
|
2020
Q2 | $79K | Hold |
697
| – | – | 0.03% | 176 |
|
|
2020
Q1 | $69K | Buy |
+697
| New | +$69K | 0.03% | 170 |
|