Smith Salley 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 | $2.03M | Buy |
7,575
+254
| +3% | +$68K | 0.12% | 116 |
|
|
2025
Q1 | $1.94M | Buy |
7,321
+44
| +0.6% | +$11.6K | 0.13% | 109 |
|
|
2024
Q4 | $1.75M | Buy |
7,277
+23
| +0.3% | +$5.54K | 0.11% | 113 |
|
|
2024
Q3 | $1.7M | Buy |
7,254
+95
| +1% | +$22.2K | 0.11% | 113 |
|
|
2024
Q2 | $1.46M | Buy |
7,159
+98
| +1% | +$19.9K | 0.1% | 114 |
|
|
2024
Q1 | $1.62M | Sell |
7,061
-3,396
| -32% | -$782K | 0.13% | 105 |
|
|
2023
Q4 | $1.99M | Buy |
10,457
+4,591
| +78% | +$874K | 0.13% | 109 |
|
|
2023
Q3 | $958K | Buy |
+5,866
| New | +$958K | 0.07% | 130 |
|