PPWP
Premier Path Wealth Partners’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Buy |
1,797
+217
| +14% | +$58.1K | 0.07% | 257 |
|
|
2025
Q1 | $418K | Buy |
1,580
+82
| +5% | +$21.7K | 0.07% | 253 |
|
|
2024
Q4 | $361K | Buy |
1,498
+13
| +0.9% | +$3.13K | 0.06% | 272 |
|
|
2024
Q3 | $348K | Sell |
1,485
-33
| -2% | -$7.73K | 0.05% | 283 |
|
|
2024
Q2 | $309K | Buy |
1,518
+45
| +3% | +$9.15K | 0.05% | 288 |
|
|
2024
Q1 | $339K | Buy |
1,473
+15
| +1% | +$3.45K | 0.06% | 254 |
|
|
2023
Q4 | $278K | Buy |
+1,458
| New | +$278K | 0.06% | 273 |
|