PDS Planning’s Travelers Companies TRV Stock Holding History

PDS Planning’s Portfolio TRV Stock Details TRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$548K	Sell
2025 Q2	$527K	Buy
2025 Q1	$506K	Buy
2024 Q4	$439K	Buy
2024 Q3	$410K	Buy
2024 Q2	$350K	Buy
2024 Q1	$395K	Buy
2023 Q4	$314K	Buy
2023 Q3	$209K	Sell
2023 Q2	$274K	Buy
2023 Q1	$215K	Buy