Private Wealth Management Group’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 | $54.8K | Hold |
205
| – | – | 0.02% | 157 |
|
|
2025
Q1 | $54.2K | Hold |
205
| – | – | 0.02% | 158 |
|
|
2024
Q4 | $49.4K | Hold |
205
| – | – | 0.02% | 165 |
|
|
2024
Q3 | $48K | Buy |
205
+1
| +0.5% | +$234 | 0.02% | 167 |
|
|
2024
Q2 | $41.5K | Hold |
204
| – | – | 0.02% | 172 |
|
|
2024
Q1 | $46.9K | Sell |
204
-1
| -0.5% | -$230 | 0.02% | 158 |
|
|
2023
Q4 | $39.1K | Buy |
+205
| New | +$39.1K | 0.02% | 184 |
|