MA
MONECO Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Buy |
2,327
+2
| +0.1% | +$535 | 0.06% | 251 |
|
|
2025
Q1 | $615K | Buy |
2,325
+344
| +17% | +$91K | 0.06% | 241 |
|
|
2024
Q4 | $477K | Buy |
1,981
+29
| +1% | +$6.99K | 0.05% | 282 |
|
|
2024
Q3 | $457K | Buy |
1,952
+22
| +1% | +$5.15K | 0.06% | 272 |
|
|
2024
Q2 | $392K | Sell |
1,930
-44
| -2% | -$8.95K | 0.06% | 270 |
|
|
2024
Q1 | $454K | Sell |
1,974
-27
| -1% | -$6.21K | 0.07% | 249 |
|
|
2023
Q4 | $381K | Sell |
2,001
-8
| -0.4% | -$1.52K | 0.07% | 248 |
|
|
2023
Q3 | $328K | Buy |
2,009
+25
| +1% | +$4.08K | 0.09% | 240 |
|
|
2023
Q2 | $344K | Sell |
1,984
-17
| -0.8% | -$2.95K | 0.09% | 229 |
|
|
2023
Q1 | $343K | Buy |
2,001
+515
| +35% | +$88.3K | 0.1% | 220 |
|
|
2022
Q4 | $279K | Buy |
1,486
+1
| +0.1% | +$187 | 0.1% | 202 |
|
|
2022
Q3 | $228K | Buy |
1,485
+2
| +0.1% | +$307 | 0.09% | 216 |
|
|
2022
Q2 | $251K | Buy |
+1,483
| New | +$251K | 0.1% | 206 |
|