Red Tortoise LLC’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 | $24.2K | Hold |
91
| – | – | 0.01% | 153 |
|
|
2025
Q1 | $23.9K | Hold |
91
| – | – | 0.01% | 141 |
|
|
2024
Q4 | $21.8K | Hold |
91
| – | – | 0.01% | 156 |
|
|
2024
Q3 | $21.2K | Buy |
91
+1
| +1% | +$233 | 0.01% | 158 |
|
|
2024
Q2 | $18.4K | Hold |
90
| – | – | 0.01% | 165 |
|
|
2024
Q1 | $20.7K | Hold |
90
| – | – | 0.01% | 144 |
|
|
2023
Q4 | $17.1K | Buy |
90
+30
| +50% | +$5.69K | 0.01% | 143 |
|
|
2023
Q3 | $9.84K | Buy |
60
+11
| +22% | +$1.81K | 0.01% | 180 |
|
|
2023
Q2 | $8.51K | Buy |
+49
| New | +$8.51K | 0.01% | 197 |
|