Highline Wealth Partners’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 | $16.3K | Buy |
61
+10
| +20% | +$2.68K | ﹤0.01% | 256 |
|
|
2025
Q1 | $13.5K | Buy |
51
+6
| +13% | +$1.59K | ﹤0.01% | 259 |
|
|
2024
Q4 | $10.8K | Buy |
45
+9
| +25% | +$2.17K | ﹤0.01% | 241 |
|
|
2024
Q3 | $8.43K | Sell |
36
-1
| -3% | -$234 | ﹤0.01% | 280 |
|
|
2024
Q2 | $7.52K | Buy |
37
+10
| +37% | +$2.03K | ﹤0.01% | 249 |
|
|
2024
Q1 | $6.21K | Hold |
27
| – | – | ﹤0.01% | 255 |
|
|
2023
Q4 | $5.14K | Buy |
27
+25
| +1,250% | +$4.76K | ﹤0.01% | 246 |
|
|
2023
Q3 | $327 | Hold |
2
| – | – | ﹤0.01% | 364 |
|
|
2023
Q2 | $347 | Buy |
+2
| New | +$347 | ﹤0.01% | 314 |
|