Kingsview 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 | $3.7M | Buy |
13,830
+23
| +0.2% | +$6.15K | 0.06% | 301 |
|
|
2025
Q1 | $3.65M | Sell |
13,807
-267
| -2% | -$70.6K | 0.07% | 265 |
|
|
2024
Q4 | $3.39M | Buy |
14,074
+84
| +0.6% | +$20.2K | 0.07% | 281 |
|
|
2024
Q3 | $3.28M | Sell |
13,990
-8,438
| -38% | -$1.98M | 0.07% | 259 |
|
|
2024
Q2 | $4.56M | Buy |
22,428
+8,833
| +65% | +$1.8M | 0.11% | 194 |
|
|
2024
Q1 | $3.13M | Sell |
13,595
-6,934
| -34% | -$1.6M | 0.08% | 245 |
|
|
2023
Q4 | $3.91M | Buy |
20,529
+7,244
| +55% | +$1.38M | 0.12% | 174 |
|
|
2023
Q3 | $2.17M | Sell |
13,285
-1,301
| -9% | -$212K | 0.08% | 264 |
|
|
2023
Q2 | $2.53M | Buy |
14,586
+11,777
| +419% | +$2.05M | 0.1% | 210 |
|
|
2023
Q1 | $481K | Sell |
2,809
-123
| -4% | -$21.1K | 0.02% | 585 |
|
|
2022
Q4 | $550K | Sell |
2,932
-585
| -17% | -$110K | 0.02% | 482 |
|
|
2022
Q3 | $539K | Sell |
3,517
-5,689
| -62% | -$872K | 0.03% | 481 |
|
|
2022
Q2 | $1.56M | Buy |
9,206
+4,390
| +91% | +$742K | 0.07% | 263 |
|
|
2022
Q1 | $880K | Buy |
4,816
+2,000
| +71% | +$365K | 0.04% | 430 |
|
|
2021
Q4 | $441K | Buy |
+2,816
| New | +$441K | 0.02% | 599 |
|