Trueblood 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 | $404K | Sell |
1,511
-17
| -1% | -$4.55K | 0.17% | 169 |
|
|
2025
Q1 | $404K | Sell |
1,528
-675
| -31% | -$179K | 0.19% | 149 |
|
|
2024
Q4 | $531K | Buy |
2,203
+396
| +22% | +$95.4K | 0.26% | 127 |
|
|
2024
Q3 | $423K | Buy |
1,807
+41
| +2% | +$9.6K | 0.21% | 139 |
|
|
2024
Q2 | $359K | Buy |
1,766
+13
| +0.7% | +$2.64K | 0.2% | 141 |
|
|
2024
Q1 | $403K | Buy |
1,753
+61
| +4% | +$14K | 0.23% | 123 |
|
|
2023
Q4 | $322K | Buy |
+1,692
| New | +$322K | 0.2% | 140 |
|