Magnus Financial Group’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 | $265K | Buy |
989
+1
| +0.1% | +$268 | 0.02% | 320 |
|
|
2025
Q1 | $261K | Sell |
988
-18
| -2% | -$4.76K | 0.03% | 297 |
|
|
2024
Q4 | $242K | Buy |
1,006
+22
| +2% | +$5.3K | 0.02% | 310 |
|
|
2024
Q3 | $230K | Buy |
+984
| New | +$230K | 0.02% | 303 |
|
|
2024
Q2 | – | Sell |
-879
| Closed | -$202K | – | 330 |
|
|
2024
Q1 | $202K | Buy |
+879
| New | +$202K | 0.02% | 306 |
|