SWM
Spire Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
6,776
+4,320
| +176% | +$1.14M | 0.06% | 256 |
|
|
2025
Q1 | $649K | Sell |
2,456
-23,624
| -91% | -$6.25M | 0.02% | 504 |
|
|
2024
Q4 | $4.48M | Buy |
26,080
+20,615
| +377% | +$3.54M | 0.14% | 140 |
|
|
2024
Q3 | $1.22M | Buy |
5,465
+2,745
| +101% | +$611K | 0.04% | 333 |
|
|
2024
Q2 | $553K | Sell |
2,720
-328
| -11% | -$66.7K | 0.02% | 469 |
|
|
2024
Q1 | $702K | Buy |
3,048
+6
| +0.2% | +$1.38K | 0.01% | 442 |
|
|
2023
Q4 | $944K | Buy |
3,042
+269
| +10% | +$83.5K | 0.03% | 375 |
|
|
2023
Q3 | $453K | Sell |
2,773
-2
| -0.1% | -$327 | 0.02% | 497 |
|
|
2023
Q2 | $482K | Sell |
2,775
-74
| -3% | -$12.9K | 0.02% | 494 |
|
|
2023
Q1 | $488K | Buy |
2,849
+767
| +37% | +$131K | 0.02% | 497 |
|
|
2022
Q4 | $390K | Buy |
2,082
+478
| +30% | +$89.5K | 0.02% | 408 |
|
|
2022
Q3 | $246K | Sell |
1,604
-1,705
| -52% | -$261K | 0.01% | 478 |
|
|
2022
Q2 | $560K | Sell |
3,309
-2,130
| -39% | -$360K | 0.02% | 441 |
|
|
2022
Q1 | $994K | Sell |
5,439
-228
| -4% | -$41.7K | 0.03% | 389 |
|
|
2021
Q4 | $887K | Sell |
5,667
-37
| -0.6% | -$5.79K | 0.02% | 502 |
|
|
2021
Q3 | $867K | Sell |
5,704
-63,226
| -92% | -$9.61M | 0.02% | 443 |
|
|
2021
Q2 | $10.3M | Buy |
+68,930
| New | +$10.3M | 0.28% | 102 |
|