RWA
River Wealth Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Hold |
2,160
| – | – | 0.07% | 150 |
|
|
2025
Q1 | $571K | Sell |
2,160
-100
| -4% | -$26.4K | 0.08% | 141 |
|
|
2024
Q4 | $544K | Sell |
2,260
-320
| -12% | -$77.1K | 0.07% | 146 |
|
|
2024
Q3 | $604K | Buy |
2,580
+21
| +0.8% | +$4.92K | 0.08% | 137 |
|
|
2024
Q2 | $520K | Buy |
2,559
+1
| +0% | +$203 | 0.07% | 140 |
|
|
2024
Q1 | $589K | Buy |
2,558
+257
| +11% | +$59.2K | 0.09% | 133 |
|
|
2023
Q4 | $438K | Sell |
2,301
-54
| -2% | -$10.3K | 0.07% | 148 |
|
|
2023
Q3 | $385K | Buy |
2,355
+30
| +1% | +$4.9K | 0.07% | 151 |
|
|
2023
Q2 | $404K | Buy |
2,325
+1
| +0% | +$174 | 0.07% | 161 |
|
|
2023
Q1 | $398K | Buy |
2,324
+168
| +8% | +$28.8K | 0.07% | 161 |
|
|
2022
Q4 | $404K | Hold |
2,156
| – | – | 0.08% | 164 |
|
|
2022
Q3 | $330K | Sell |
2,156
-199
| -8% | -$30.5K | 0.07% | 159 |
|
|
2022
Q2 | $398K | Sell |
2,355
-110
| -4% | -$18.6K | 0.07% | 167 |
|
|
2022
Q1 | $450K | Sell |
2,465
-23
| -0.9% | -$4.2K | 0.07% | 159 |
|
|
2021
Q4 | $389K | Buy |
2,488
+100
| +4% | +$15.6K | 0.06% | 173 |
|
|
2021
Q3 | $363K | Buy |
2,388
+197
| +9% | +$29.9K | 0.06% | 173 |
|
|
2021
Q2 | $328K | Hold |
2,191
| – | – | 0.06% | 178 |
|
|
2021
Q1 | $330K | Sell |
2,191
-233
| -10% | -$35.1K | 0.06% | 174 |
|
|
2020
Q4 | $340K | Sell |
2,424
-200
| -8% | -$28.1K | 0.07% | 169 |
|
|
2020
Q3 | $284K | Sell |
2,624
-76
| -3% | -$8.23K | 0.07% | 168 |
|
|
2020
Q2 | $308K | Buy |
2,700
+212
| +9% | +$24.2K | 0.09% | 150 |
|
|
2020
Q1 | $247K | Sell |
2,488
-20
| -0.8% | -$1.99K | 0.1% | 142 |
|
|
2019
Q4 | $343K | Hold |
2,508
| – | – | 0.12% | 136 |
|
|
2019
Q3 | $373K | Sell |
2,508
-50
| -2% | -$7.44K | 0.14% | 128 |
|
|
2019
Q2 | $382K | Sell |
2,558
-200
| -7% | -$29.9K | 0.15% | 127 |
|
|
2019
Q1 | $378K | Sell |
2,758
-184
| -6% | -$25.2K | 0.16% | 124 |
|
|
2018
Q4 | $352K | Hold |
2,942
| – | – | 0.16% | 123 |
|
|
2018
Q3 | $382K | Sell |
2,942
-50
| -2% | -$6.49K | 0.14% | 129 |
|
|
2018
Q2 | $366K | Hold |
2,992
| – | – | 0.14% | 127 |
|
|
2018
Q1 | $415K | Sell |
2,992
-161
| -5% | -$22.3K | 0.18% | 123 |
|
|
2017
Q4 | $428K | Buy |
3,153
+111
| +4% | +$15.1K | 0.18% | 119 |
|
|
2017
Q3 | $373K | Buy |
3,042
+99
| +3% | +$12.1K | 0.17% | 131 |
|
|
2017
Q2 | $372K | Buy |
2,943
+101
| +4% | +$12.8K | 0.17% | 127 |
|
|
2017
Q1 | $343K | Buy |
2,842
+160
| +6% | +$19.3K | 0.17% | 129 |
|
|
2016
Q4 | $328K | Sell |
2,682
-100
| -4% | -$12.2K | 0.17% | 129 |
|
|
2016
Q3 | $319K | Buy |
2,782
+65
| +2% | +$7.45K | 0.18% | 127 |
|
|
2016
Q2 | $323K | Hold |
2,717
| – | – | 0.19% | 128 |
|
|
2016
Q1 | $317K | Buy |
2,717
+100
| +4% | +$11.7K | 0.19% | 128 |
|
|
2015
Q4 | $295K | Sell |
2,617
-3
| -0.1% | -$338 | 0.19% | 128 |
|
|
2015
Q3 | $261K | Buy |
2,620
+45
| +2% | +$4.48K | 0.18% | 125 |
|
|
2015
Q2 | $249K | Buy |
2,575
+152
| +6% | +$14.7K | 0.16% | 128 |
|
|
2015
Q1 | $262K | Buy |
+2,423
| New | +$262K | 0.16% | 130 |
|