MSWM
Mowery & Schoenfeld Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Hold |
790
| – | – | 0.32% | 45 |
|
|
2025
Q1 | $209K | Sell |
790
-16
| -2% | -$4.23K | 0.41% | 44 |
|
|
2024
Q4 | $194K | Buy |
806
+119
| +17% | +$28.7K | 0.38% | 45 |
|
|
2024
Q3 | $161K | Hold |
687
| – | – | 0.25% | 47 |
|
|
2024
Q2 | $140K | Buy |
687
+188
| +38% | +$38.2K | 0.2% | 50 |
|
|
2024
Q1 | $115K | Hold |
499
| – | – | 0.22% | 49 |
|
|
2023
Q4 | $95.1K | Buy |
+499
| New | +$95.1K | 0.19% | 59 |
|