Tradition 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 | $893K | Sell |
3,337
-19
| -0.6% | -$5.08K | 0.07% | 193 |
|
|
2025
Q1 | $887K | Buy |
3,356
+30
| +0.9% | +$7.93K | 0.08% | 181 |
|
|
2024
Q4 | $801K | Sell |
3,326
-63
| -2% | -$15.2K | 0.07% | 190 |
|
|
2024
Q3 | $794K | Sell |
3,389
-63
| -2% | -$14.8K | 0.07% | 183 |
|
|
2024
Q2 | $702K | Buy |
3,452
+7
| +0.2% | +$1.42K | 0.07% | 186 |
|
|
2024
Q1 | $793K | Sell |
3,445
-389
| -10% | -$89.5K | 0.08% | 166 |
|
|
2023
Q4 | $730K | Buy |
3,834
+105
| +3% | +$20K | 0.08% | 145 |
|
|
2023
Q3 | $609K | Hold |
3,729
| – | – | 0.07% | 152 |
|
|
2023
Q2 | $648K | Buy |
3,729
+68
| +2% | +$11.8K | 0.08% | 150 |
|
|
2023
Q1 | $627K | Buy |
3,661
+683
| +23% | +$117K | 0.08% | 142 |
|
|
2022
Q4 | $558K | Buy |
2,978
+11
| +0.4% | +$2.06K | 0.08% | 151 |
|
|
2022
Q3 | $455K | Buy |
2,967
+297
| +11% | +$45.5K | 0.07% | 164 |
|
|
2022
Q2 | $452K | Hold |
2,670
| – | – | 0.07% | 173 |
|
|
2022
Q1 | $488K | Sell |
2,670
-6
| -0.2% | -$1.1K | 0.06% | 190 |
|
|
2021
Q4 | $419K | Buy |
2,676
+8
| +0.3% | +$1.25K | 0.05% | 200 |
|
|
2021
Q3 | $406K | Buy |
2,668
+1
| +0% | +$152 | 0.06% | 191 |
|
|
2021
Q2 | $399K | Buy |
2,667
+1
| +0% | +$150 | 0.06% | 201 |
|
|
2021
Q1 | $401K | Buy |
2,666
+63
| +2% | +$9.48K | 0.07% | 176 |
|
|
2020
Q4 | $365K | Buy |
+2,603
| New | +$365K | 0.07% | 177 |
|