Physician Wealth Advisors’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
$45.8K Buy
171
+8
+5% +$2.14K 0.01% 365
2025
Q1
$43.1K Hold
163
0.01% 360
2024
Q4
$39.3K Buy
+163
New +$39.3K 0.01% 381