Ruggaard & Associates’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 | $295K | Buy |
1,104
+100
| +10% | +$26.8K | 0.12% | 95 |
|
|
2025
Q1 | $266K | Hold |
1,004
| – | – | 0.12% | 99 |
|
|
2024
Q4 | $242K | Buy |
1,004
+4
| +0.4% | +$964 | 0.11% | 102 |
|
|
2024
Q3 | $234K | Hold |
1,000
| – | – | 0.1% | 108 |
|
|
2024
Q2 | $203K | Hold |
1,000
| – | – | 0.09% | 112 |
|
|
2024
Q1 | $230K | Buy |
+1,000
| New | +$230K | 0.11% | 109 |
|