Wealth Alliance’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 | $1.52M | Buy |
5,682
+17
| +0.3% | +$4.55K | 0.17% | 120 |
|
|
2025
Q1 | $1.5M | Buy |
5,665
+549
| +11% | +$145K | 0.18% | 112 |
|
|
2024
Q4 | $1.23M | Buy |
5,116
+60
| +1% | +$14.5K | 0.15% | 136 |
|
|
2024
Q3 | $1.18M | Buy |
5,056
+530
| +12% | +$124K | 0.14% | 141 |
|
|
2024
Q2 | $920K | Sell |
4,526
-206
| -4% | -$41.9K | 0.12% | 165 |
|
|
2024
Q1 | $1.09M | Buy |
4,732
+2,011
| +74% | +$463K | 0.14% | 147 |
|
|
2023
Q4 | $518K | Buy |
2,721
+212
| +8% | +$40.4K | 0.07% | 252 |
|
|
2023
Q3 | $410K | Buy |
2,509
+248
| +11% | +$40.5K | 0.06% | 270 |
|
|
2023
Q2 | $393K | Buy |
2,261
+496
| +28% | +$86.1K | 0.06% | 303 |
|
|
2023
Q1 | $302K | Buy |
+1,765
| New | +$302K | 0.05% | 361 |
|