Salvus Wealth Management’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 | $621K | Sell |
2,321
-48
| -2% | -$12.8K | 0.36% | 74 |
|
|
2025
Q1 | $627K | Buy |
2,369
+20
| +0.9% | +$5.29K | 0.39% | 71 |
|
|
2024
Q4 | $566K | Sell |
2,349
-15
| -0.6% | -$3.61K | 0.36% | 74 |
|
|
2024
Q3 | $553K | Hold |
2,364
| – | – | 0.34% | 78 |
|
|
2024
Q2 | $481K | Sell |
2,364
-35
| -1% | -$7.12K | 0.33% | 79 |
|
|
2024
Q1 | $552K | Sell |
2,399
-15
| -0.6% | -$3.45K | 0.38% | 71 |
|
|
2023
Q4 | $460K | Sell |
2,414
-25
| -1% | -$4.76K | 0.33% | 73 |
|
|
2023
Q3 | $398K | Buy |
+2,439
| New | +$398K | 0.32% | 82 |
|
|
2023
Q2 | – | Sell |
-2,269
| Closed | -$389K | – | 105 |
|
|
2023
Q1 | $389K | Hold |
2,269
| – | – | 0.31% | 83 |
|
|
2022
Q4 | $425K | Buy |
2,269
+40
| +2% | +$7.5K | 0.39% | 65 |
|
|
2022
Q3 | $341K | Buy |
2,229
+10
| +0.5% | +$1.53K | 0.32% | 77 |
|
|
2022
Q2 | $375K | Sell |
2,219
-50
| -2% | -$8.45K | 0.34% | 75 |
|
|
2022
Q1 | $415K | Buy |
2,269
+85
| +4% | +$15.5K | 0.32% | 74 |
|
|
2021
Q4 | $342K | Sell |
2,184
-145
| -6% | -$22.7K | 0.25% | 81 |
|
|
2021
Q3 | $354K | Sell |
2,329
-25
| -1% | -$3.8K | 0.29% | 73 |
|
|
2021
Q2 | $357K | Sell |
2,354
-430
| -15% | -$65.2K | 0.3% | 73 |
|
|
2021
Q1 | $419K | Sell |
2,784
-45
| -2% | -$6.77K | 0.39% | 59 |
|
|
2020
Q4 | $395K | Buy |
+2,829
| New | +$395K | 0.43% | 61 |
|