IWA
Icon Wealth Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Sell |
13,243
-118
| -0.9% | -$31.6K | 0.25% | 71 |
|
|
2025
Q1 | $3.53M | Buy |
13,361
+280
| +2% | +$74K | 0.29% | 66 |
|
|
2024
Q4 | $3.15M | Buy |
13,081
+1,105
| +9% | +$266K | 0.26% | 73 |
|
|
2024
Q3 | $2.8M | Sell |
11,976
-143
| -1% | -$33.5K | 0.23% | 75 |
|
|
2024
Q2 | $2.62M | Buy |
12,119
+2,055
| +20% | +$445K | 0.23% | 77 |
|
|
2024
Q1 | $2.32M | Sell |
10,064
-797
| -7% | -$183K | 0.22% | 86 |
|
|
2023
Q4 | $2.07M | Buy |
+10,861
| New | +$2.07M | 0.22% | 89 |
|