Laurel Wealth Advisors (North Carolina)’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 | $138K | Buy |
36,921
+36,783
| +26,654% | +$137K | ﹤0.01% | 471 |
|
|
2025
Q1 | $36.5K | Hold |
138
| – | – | 0.01% | 345 |
|
|
2024
Q4 | $33.2K | Hold |
138
| – | – | 0.01% | 356 |
|
|
2024
Q3 | $32.3K | Hold |
138
| – | – | 0.01% | 356 |
|
|
2024
Q2 | $28.1K | Hold |
138
| – | – | ﹤0.01% | 345 |
|
|
2024
Q1 | $31.8K | Hold |
138
| – | – | 0.01% | 335 |
|
|
2023
Q4 | $26.3K | Hold |
138
| – | – | 0.01% | 337 |
|
|
2023
Q3 | $22.5K | Hold |
138
| – | – | ﹤0.01% | 352 |
|
|
2023
Q2 | $24K | Hold |
138
| – | – | ﹤0.01% | 351 |
|
|
2023
Q1 | $23.7K | Hold |
138
| – | – | 0.01% | 348 |
|
|
2022
Q4 | $25.9K | Hold |
138
| – | – | 0.01% | 312 |
|
|
2022
Q3 | $21K | Hold |
138
| – | – | 0.01% | 329 |
|
|
2022
Q2 | $23K | Hold |
138
| – | – | 0.01% | 323 |
|
|
2022
Q1 | $25K | Hold |
138
| – | – | 0.01% | 324 |
|
|
2021
Q4 | $22K | Hold |
138
| – | – | ﹤0.01% | 337 |
|
|
2021
Q3 | $21K | Hold |
138
| – | – | ﹤0.01% | 338 |
|
|
2021
Q2 | $21K | Hold |
138
| – | – | ﹤0.01% | 373 |
|
|
2021
Q1 | $21K | Hold |
138
| – | – | 0.01% | 346 |
|
|
2020
Q4 | $19K | Hold |
138
| – | – | ﹤0.01% | 355 |
|
|
2020
Q3 | $15K | Hold |
138
| – | – | ﹤0.01% | 345 |
|
|
2020
Q2 | $16K | Sell |
138
-32
| -19% | -$3.71K | 0.01% | 329 |
|
|
2020
Q1 | $17K | Buy |
170
+16
| +10% | +$1.6K | 0.01% | 310 |
|
|
2019
Q4 | $21K | Hold |
154
| – | – | 0.01% | 325 |
|
|
2019
Q3 | $23K | Buy |
154
+15
| +11% | +$2.24K | 0.01% | 307 |
|
|
2019
Q2 | $21K | Sell |
139
-15
| -10% | -$2.27K | 0.01% | 313 |
|
|
2019
Q1 | $21K | Hold |
154
| – | – | 0.01% | 304 |
|
|
2018
Q4 | $18K | Buy |
+154
| New | +$18K | 0.01% | 302 |
|