LPAM
Lodestar Private Asset Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Sell |
762
-15
| -2% | -$4.01K | 0.02% | 220 |
|
|
2025
Q1 | $205K | Sell |
777
-78
| -9% | -$20.6K | 0.03% | 214 |
|
|
2024
Q4 | $206K | Sell |
855
-25
| -3% | -$6.02K | 0.03% | 210 |
|
|
2024
Q3 | $206K | Buy |
+880
| New | +$206K | 0.03% | 211 |
|
|
2024
Q2 | – | Sell |
-925
| Closed | -$213K | – | 216 |
|
|
2024
Q1 | $213K | Buy |
+925
| New | +$213K | 0.03% | 205 |
|
|
2023
Q1 | – | Sell |
-1,098
| Closed | -$206K | – | 196 |
|
|
2022
Q4 | $206K | Buy |
+1,098
| New | +$206K | 0.04% | 187 |
|