Meridian 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 | $252K | Buy |
942
+81
| +9% | +$21.7K | 0.01% | 591 |
|
|
2025
Q1 | $228K | Sell |
861
-16
| -2% | -$4.23K | 0.01% | 573 |
|
|
2024
Q4 | $211K | Buy |
+877
| New | +$211K | 0.01% | 596 |
|
|
2023
Q3 | – | Sell |
-1,202
| Closed | -$209K | – | 558 |
|
|
2023
Q2 | $209K | Sell |
1,202
-194
| -14% | -$33.7K | 0.02% | 511 |
|
|
2023
Q1 | $239K | Sell |
1,396
-177
| -11% | -$30.3K | 0.02% | 473 |
|
|
2022
Q4 | $295K | Buy |
+1,573
| New | +$295K | 0.03% | 419 |
|
|
2022
Q3 | – | Sell |
-1,238
| Closed | -$209K | – | 563 |
|
|
2022
Q2 | $209K | Buy |
+1,238
| New | +$209K | 0.02% | 511 |
|