ORG Partners’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 | $207K | Buy |
776
+41
| +6% | +$10.9K | 0.04% | 318 |
|
|
2025
Q1 | $194K | Sell |
735
-107
| -13% | -$28.3K | 0.05% | 287 |
|
|
2024
Q4 | $203K | Buy |
842
+459
| +120% | +$111K | 0.03% | 318 |
|
|
2024
Q3 | $89.7K | Sell |
383
-643
| -63% | -$151K | 0.01% | 403 |
|
|
2024
Q2 | $208K | Buy |
1,026
+683
| +199% | +$139K | 0.03% | 415 |
|
|
2024
Q1 | $78.3K | Sell |
343
-294
| -46% | -$67.1K | 0.15% | 91 |
|
|
2023
Q4 | $121K | Buy |
637
+294
| +86% | +$56K | 0.02% | 375 |
|
|
2023
Q3 | $56K | Buy |
+343
| New | +$56K | 0.02% | 505 |
|