Pure Financial 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
$577K Buy
2,156
+1,106
+105% +$296K 0.01% 267
2025
Q1
$278K Buy
1,050
+218
+26% +$57.7K 0.01% 326
2024
Q4
$200K Buy
+832
New +$200K ﹤0.01% 341
2024
Q2
Sell
-887
Closed -$204K 328
2024
Q1
$204K Buy
+887
New +$204K 0.01% 300