USA Financial Formulas’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 | $868K | Buy |
+3,243
| New | +$868K | 0.15% | 68 |
|
|
2024
Q4 | – | Sell |
-729
| Closed | -$171K | – | 358 |
|
|
2024
Q3 | $171K | Buy |
+729
| New | +$171K | 0.03% | 162 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 418 |
|
|
2020
Q4 | – | Sell |
-28
| Closed | -$3K | – | 414 |
|
|
2020
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 201 |
|
|
2020
Q2 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 114 |
|