Pinnacle Wealth Planning Services’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 | $234K | Buy |
874
+57
| +7% | +$15.3K | 0.03% | 378 |
|
|
2025
Q1 | $216K | Buy |
+817
| New | +$216K | 0.03% | 342 |
|
|
2024
Q4 | – | Sell |
-1,060
| Closed | -$248K | – | 551 |
|
|
2024
Q3 | $248K | Sell |
1,060
-16
| -1% | -$3.75K | 0.03% | 368 |
|
|
2024
Q2 | $219K | Buy |
1,076
+2
| +0.2% | +$407 | 0.03% | 390 |
|
|
2024
Q1 | $247K | Sell |
1,074
-2
| -0.2% | -$460 | 0.04% | 360 |
|
|
2023
Q4 | $205K | Buy |
+1,076
| New | +$205K | 0.03% | 399 |
|
|
2023
Q1 | – | Sell |
-1,084
| Closed | -$203K | – | 499 |
|
|
2022
Q4 | $203K | Buy |
+1,084
| New | +$203K | 0.04% | 373 |
|
|
2021
Q1 | – | Sell |
-666
| Closed | -$94K | – | 1807 |
|
|
2020
Q4 | $94K | Buy |
+666
| New | +$94K | 0.02% | 496 |
|