Peachtree Investment 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 | $299K | Buy |
1,117
+201
| +22% | +$53.8K | 0.11% | 72 |
|
|
2025
Q1 | $242K | Buy |
+916
| New | +$242K | 0.1% | 81 |
|
|
2024
Q1 | – | Sell |
-1,412
| Closed | -$269K | – | 108 |
|
|
2023
Q4 | $269K | Buy |
1,412
+2
| +0.1% | +$381 | 0.11% | 75 |
|
|
2023
Q3 | $230K | Buy |
1,410
+3
| +0.2% | +$490 | 0.12% | 75 |
|
|
2023
Q2 | $244K | Sell |
1,407
-32
| -2% | -$5.56K | 0.11% | 79 |
|
|
2023
Q1 | $247K | Sell |
1,439
-301
| -17% | -$51.6K | 0.15% | 65 |
|
|
2022
Q4 | $326K | Buy |
+1,740
| New | +$326K | 0.2% | 62 |
|