LW
Linscomb Wealth’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
818
-37
| -4% | -$9.9K | 0.01% | 296 |
|
|
2025
Q1 | $226K | Sell |
855
-41
| -5% | -$10.8K | 0.01% | 279 |
|
|
2024
Q4 | $216K | Hold |
896
| – | – | 0.01% | 284 |
|
|
2024
Q3 | $210K | Buy |
+896
| New | +$210K | 0.01% | 283 |
|
|
2024
Q2 | – | Sell |
-896
| Closed | -$206K | – | 293 |
|
|
2024
Q1 | $206K | Buy |
+896
| New | +$206K | 0.01% | 275 |
|
|
2023
Q1 | – | Sell |
-1,548
| Closed | -$290K | – | 316 |
|
|
2022
Q4 | $290K | Buy |
+1,548
| New | +$290K | 0.01% | 287 |
|
|
2022
Q2 | – | Sell |
-1,525
| Closed | -$279K | – | 325 |
|
|
2022
Q1 | $279K | Buy |
1,525
+29
| +2% | +$5.31K | 0.01% | 297 |
|
|
2021
Q4 | $234K | Hold |
1,496
| – | – | 0.01% | 301 |
|
|
2021
Q3 | $227K | Buy |
+1,496
| New | +$227K | 0.01% | 299 |
|
|
2019
Q2 | – | Sell |
-1,589
| Closed | -$218K | – | 275 |
|
|
2019
Q1 | $218K | Buy |
+1,589
| New | +$218K | 0.02% | 251 |
|