SWA
SFMG Wealth Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Hold |
970
| – | – | 0.02% | 227 |
|
|
2025
Q1 | $257K | Sell |
970
-16
| -2% | -$4.23K | 0.02% | 220 |
|
|
2024
Q4 | $238K | Hold |
986
| – | – | 0.02% | 231 |
|
|
2024
Q3 | $231K | Sell |
986
-183
| -16% | -$42.8K | 0.02% | 224 |
|
|
2024
Q2 | $238K | Sell |
1,169
-90
| -7% | -$18.3K | 0.02% | 219 |
|
|
2024
Q1 | $290K | Buy |
1,259
+28
| +2% | +$6.44K | 0.02% | 199 |
|
|
2023
Q4 | $234K | Sell |
1,231
-3
| -0.2% | -$571 | 0.02% | 218 |
|
|
2023
Q3 | $202K | Buy |
1,234
+5
| +0.4% | +$817 | 0.02% | 221 |
|
|
2023
Q2 | $213K | Buy |
1,229
+21
| +2% | +$3.65K | 0.02% | 220 |
|
|
2023
Q1 | $207K | Hold |
1,208
| – | – | 0.02% | 229 |
|
|
2022
Q4 | $226K | Buy |
+1,208
| New | +$226K | 0.03% | 214 |
|
|
2022
Q3 | – | Sell |
-1,208
| Closed | -$204K | – | 270 |
|
|
2022
Q2 | $204K | Hold |
1,208
| – | – | 0.02% | 236 |
|
|
2022
Q1 | $221K | Buy |
+1,208
| New | +$221K | 0.02% | 254 |
|