Patrick M. Sweeney & Associates’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 | $532K | Buy |
2,015
+20
| +1% | +$5.28K | 0.37% | 70 |
|
|
2025
Q1 | $528K | Buy |
1,995
+21
| +1% | +$5.55K | 0.39% | 72 |
|
|
2024
Q4 | $476K | Hold |
1,974
| – | – | 0.36% | 75 |
|
|
2024
Q3 | $462K | Buy |
1,974
+179
| +10% | +$41.9K | 0.34% | 78 |
|
|
2024
Q2 | $358K | Buy |
1,795
+144
| +9% | +$28.7K | 0.29% | 86 |
|
|
2024
Q1 | $380K | Buy |
1,651
+65
| +4% | +$15K | 0.31% | 84 |
|
|
2023
Q4 | $302K | Buy |
+1,586
| New | +$302K | 0.28% | 89 |
|