VT
Vise Technologies’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
+7,017
| New | +$1.88M | 0.08% | 276 |
|
|
2024
Q4 | $1.05M | Buy |
4,346
+1,916
| +79% | +$462K | 0.09% | 245 |
|
|
2024
Q3 | $569K | Buy |
2,430
+541
| +29% | +$127K | 0.07% | 260 |
|
|
2024
Q2 | $384K | Buy |
1,889
+68
| +4% | +$13.8K | 0.07% | 273 |
|
|
2024
Q1 | $419K | Buy |
1,821
+141
| +8% | +$32.5K | 0.08% | 237 |
|
|
2023
Q4 | $320K | Buy |
1,680
+286
| +21% | +$54.5K | 0.07% | 263 |
|
|
2023
Q3 | $228K | Sell |
1,394
-398
| -22% | -$65K | 0.06% | 293 |
|
|
2023
Q2 | $311K | Sell |
1,792
-123
| -6% | -$21.4K | 0.08% | 239 |
|
|
2023
Q1 | $328K | Buy |
1,915
+468
| +32% | +$80.2K | 0.09% | 232 |
|
|
2022
Q4 | $271K | Buy |
+1,447
| New | +$271K | 0.08% | 255 |
|