Horizons Wealth Management’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 | $217K | Hold |
812
| – | – | 0.15% | 60 |
|
|
2025
Q1 | $215K | Sell |
812
-31
| -4% | -$8.2K | 0.16% | 59 |
|
|
2024
Q4 | $203K | Hold |
843
| – | – | 0.15% | 60 |
|
|
2024
Q3 | $197K | Sell |
843
-24
| -3% | -$5.62K | 0.15% | 61 |
|
|
2024
Q2 | $176K | Sell |
867
-29
| -3% | -$5.9K | 0.14% | 66 |
|
|
2024
Q1 | $171K | Hold |
896
| – | – | 0.11% | 66 |
|
|
2023
Q4 | $171K | Hold |
896
| – | – | 0.11% | 66 |
|
|
2023
Q3 | $146K | Hold |
896
| – | – | 0.11% | 68 |
|
|
2023
Q2 | $156K | Hold |
896
| – | – | 0.11% | 69 |
|
|
2023
Q1 | $154K | Hold |
896
| – | – | 0.11% | 64 |
|
|
2022
Q4 | $168K | Buy |
+896
| New | +$168K | 0.13% | 64 |
|