Toth Financial Advisory’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 | $45.8K | Buy |
171
+86
| +101% | +$23K | 0.01% | 320 |
|
|
2025
Q1 | $22.5K | Hold |
85
| – | – | ﹤0.01% | 388 |
|
|
2024
Q4 | $20.5K | Hold |
85
| – | – | ﹤0.01% | 391 |
|
|
2024
Q3 | $19.9K | Hold |
85
| – | – | ﹤0.01% | 385 |
|
|
2024
Q2 | $17.3K | Hold |
85
| – | – | ﹤0.01% | 407 |
|
|
2024
Q1 | $19.6K | Sell |
85
-23
| -21% | -$5.29K | ﹤0.01% | 385 |
|
|
2023
Q4 | $20.6K | Hold |
108
| – | – | ﹤0.01% | 386 |
|
|
2023
Q3 | $17.6K | Buy |
108
+8
| +8% | +$1.31K | ﹤0.01% | 386 |
|
|
2023
Q2 | $17.4K | Buy |
100
+15
| +18% | +$2.61K | ﹤0.01% | 407 |
|
|
2023
Q1 | $14.6K | Hold |
85
| – | – | ﹤0.01% | 416 |
|
|
2022
Q4 | $15.9K | Hold |
85
| – | – | ﹤0.01% | 400 |
|
|
2022
Q3 | $13K | Hold |
85
| – | – | ﹤0.01% | 427 |
|
|
2022
Q2 | $14K | Hold |
85
| – | – | ﹤0.01% | 399 |
|
|
2022
Q1 | $16K | Hold |
85
| – | – | ﹤0.01% | 409 |
|
|
2021
Q4 | $13K | Hold |
85
| – | – | ﹤0.01% | 463 |
|
|
2021
Q3 | $13K | Hold |
85
| – | – | ﹤0.01% | 453 |
|
|
2021
Q2 | $13K | Hold |
85
| – | – | ﹤0.01% | 430 |
|
|
2021
Q1 | $13K | Hold |
85
| – | – | ﹤0.01% | 433 |
|
|
2020
Q4 | $12K | Hold |
85
| – | – | ﹤0.01% | 387 |
|
|
2020
Q3 | $9K | Buy |
85
+81
| +2,025% | +$8.58K | ﹤0.01% | 380 |
|
|
2020
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 597 |
|