Schechter Investment Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $539K | Buy |
2,038
+121
| +6% | +$32K | 0.04% | 347 |
|
|
2024
Q4 | $462K | Sell |
1,917
-484
| -20% | -$117K | 0.04% | 402 |
|
|
2024
Q3 | $562K | Buy |
2,401
+175
| +8% | +$41K | 0.04% | 374 |
|
|
2024
Q2 | $453K | Sell |
2,226
-204
| -8% | -$41.5K | 0.03% | 395 |
|
|
2024
Q1 | $559K | Buy |
2,430
+324
| +15% | +$74.6K | 0.04% | 354 |
|
|
2023
Q4 | $401K | Sell |
2,106
-89
| -4% | -$17K | 0.03% | 393 |
|
|
2023
Q3 | $358K | Sell |
2,195
-4
| -0.2% | -$653 | 0.03% | 412 |
|
|
2023
Q2 | $382K | Buy |
2,199
+38
| +2% | +$6.6K | 0.03% | 436 |
|
|
2023
Q1 | $370K | Buy |
2,161
+132
| +7% | +$22.6K | 0.03% | 479 |
|
|
2022
Q4 | $380K | Buy |
2,029
+123
| +6% | +$23.1K | 0.03% | 570 |
|
|
2022
Q3 | $292K | Sell |
1,906
-1,042
| -35% | -$160K | 0.03% | 713 |
|
|
2022
Q2 | $499K | Buy |
2,948
+1,034
| +54% | +$175K | 0.05% | 528 |
|
|
2022
Q1 | $350K | Buy |
1,914
+161
| +9% | +$29.4K | 0.03% | 640 |
|
|
2021
Q4 | $274K | Buy |
+1,753
| New | +$274K | 0.02% | 698 |
|