IFWM
Institute for Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
5,461
-24
| -0.4% | -$6.42K | 0.16% | 124 |
|
|
2025
Q1 | $1.45M | Sell |
5,485
-109
| -2% | -$28.8K | 0.19% | 118 |
|
|
2024
Q4 | $1.35M | Sell |
5,594
-56
| -1% | -$13.5K | 0.17% | 126 |
|
|
2024
Q3 | $1.32M | Sell |
5,650
-201
| -3% | -$47.1K | 0.17% | 136 |
|
|
2024
Q2 | $1.19M | Sell |
5,851
-238
| -4% | -$48.4K | 0.16% | 140 |
|
|
2024
Q1 | $1.4M | Buy |
6,089
+9
| +0.1% | +$2.07K | 0.18% | 118 |
|
|
2023
Q4 | $1.16M | Hold |
6,080
| – | – | 0.19% | 135 |
|
|
2023
Q3 | $993K | Sell |
6,080
-70
| -1% | -$11.4K | 0.18% | 136 |
|
|
2023
Q2 | $1.07M | Hold |
6,150
| – | – | 0.18% | 128 |
|
|
2023
Q1 | $1.05M | Sell |
6,150
-35
| -0.6% | -$6K | 0.2% | 125 |
|
|
2022
Q4 | $1.16M | Buy |
6,185
+24
| +0.4% | +$4.5K | 0.24% | 108 |
|
|
2022
Q3 | $944K | Sell |
6,161
-412
| -6% | -$63.1K | 0.21% | 123 |
|
|
2022
Q2 | $1.11M | Sell |
6,573
-74
| -1% | -$12.5K | 0.22% | 118 |
|
|
2022
Q1 | $1.22M | Buy |
6,647
+590
| +10% | +$108K | 0.2% | 124 |
|
|
2021
Q4 | $947K | Buy |
6,057
+16
| +0.3% | +$2.5K | 0.15% | 167 |
|
|
2021
Q3 | $918K | Buy |
6,041
+153
| +3% | +$23.3K | 0.16% | 166 |
|
|
2021
Q2 | $881K | Buy |
5,888
+159
| +3% | +$23.8K | 0.15% | 172 |
|
|
2021
Q1 | $862K | Sell |
5,729
-159
| -3% | -$23.9K | 0.16% | 166 |
|
|
2020
Q4 | $826K | Sell |
5,888
-336
| -5% | -$47.1K | 0.16% | 160 |
|
|
2020
Q3 | $673K | Sell |
6,224
-73
| -1% | -$7.89K | 0.15% | 166 |
|
|
2020
Q2 | $718K | Buy |
6,297
+35
| +0.6% | +$3.99K | 0.18% | 153 |
|
|
2020
Q1 | $622K | Buy |
+6,262
| New | +$622K | 0.19% | 143 |
|
|
2019
Q2 | – | Sell |
-6,034
| Closed | -$828K | – | 492 |
|
|
2019
Q1 | $828K | Sell |
6,034
-348
| -5% | -$47.8K | 0.18% | 156 |
|
|
2018
Q4 | $764K | Buy |
+6,382
| New | +$764K | 0.31% | 97 |
|
|
2018
Q1 | – | Sell |
-6,971
| Closed | -$946K | – | 384 |
|
|
2017
Q4 | $946K | Buy |
+6,971
| New | +$946K | 0.22% | 140 |
|
|
2017
Q3 | – | Sell |
-7,028
| Closed | -$893K | – | 381 |
|
|
2017
Q2 | $893K | Buy |
+7,028
| New | +$893K | 0.25% | 134 |
|