OBWG
Onyx Bridge Wealth Group’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
1,149
+1
| +0.1% | +$268 | 0.04% | 227 |
|
|
2025
Q1 | $304K | Sell |
1,148
-9
| -0.8% | -$2.38K | 0.04% | 211 |
|
|
2024
Q4 | $279K | Buy |
1,157
+1
| +0.1% | +$241 | 0.04% | 219 |
|
|
2024
Q3 | $271K | Buy |
1,156
+1
| +0.1% | +$234 | 0.04% | 222 |
|
|
2024
Q2 | $235K | Buy |
1,155
+2
| +0.2% | +$407 | 0.04% | 230 |
|
|
2024
Q1 | $246K | Sell |
1,153
-30
| -3% | -$6.4K | 0.04% | 218 |
|
|
2023
Q4 | $225K | Buy |
+1,183
| New | +$225K | 0.05% | 221 |
|