OWP
Obermeyer Wealth Partners’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
1,366
+20
| +1% | +$5.35K | 0.02% | 194 |
|
|
2025
Q1 | $356K | Hold |
1,346
| – | – | 0.02% | 181 |
|
|
2024
Q4 | $324K | Buy |
1,346
+333
| +33% | +$80.2K | 0.02% | 195 |
|
|
2024
Q3 | $237K | Hold |
1,013
| – | – | 0.01% | 229 |
|
|
2024
Q2 | $206K | Hold |
1,013
| – | – | 0.01% | 238 |
|
|
2024
Q1 | $233K | Buy |
+1,013
| New | +$233K | 0.01% | 223 |
|
|
2023
Q1 | – | Sell |
-1,500
| Closed | -$281K | – | 236 |
|
|
2022
Q4 | $281K | Hold |
1,500
| – | – | 0.02% | 169 |
|
|
2022
Q3 | $230K | Hold |
1,500
| – | – | 0.02% | 184 |
|
|
2022
Q2 | $254K | Hold |
1,500
| – | – | 0.02% | 163 |
|
|
2022
Q1 | $274K | Hold |
1,500
| – | – | 0.02% | 181 |
|
|
2021
Q4 | $235K | Hold |
1,500
| – | – | 0.01% | 205 |
|
|
2021
Q3 | $228K | Hold |
1,500
| – | – | 0.01% | 194 |
|
|
2021
Q2 | $225K | Buy |
+1,500
| New | +$225K | 0.01% | 197 |
|