Wealth Architects’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 | $332K | Sell |
1,242
-16
| -1% | -$4.28K | 0.03% | 163 |
|
|
2025
Q1 | $333K | Buy |
1,258
+48
| +4% | +$12.7K | 0.04% | 175 |
|
|
2024
Q4 | $291K | Sell |
1,210
-13
| -1% | -$3.13K | 0.03% | 170 |
|
|
2024
Q3 | $286K | Buy |
1,223
+10
| +0.8% | +$2.34K | 0.03% | 169 |
|
|
2024
Q2 | $247K | Buy |
1,213
+15
| +1% | +$3.05K | 0.03% | 177 |
|
|
2024
Q1 | $276K | Buy |
1,198
+4
| +0.3% | +$920 | 0.04% | 167 |
|
|
2023
Q4 | $227K | Sell |
1,194
-31
| -3% | -$5.91K | 0.03% | 176 |
|
|
2023
Q3 | $200K | Buy |
1,225
+20
| +2% | +$3.27K | 0.03% | 179 |
|
|
2023
Q2 | $209K | Sell |
1,205
-6
| -0.5% | -$1.04K | 0.03% | 180 |
|
|
2023
Q1 | $208K | Hold |
1,211
| – | – | 0.04% | 175 |
|
|
2022
Q4 | $227K | Buy |
+1,211
| New | +$227K | 0.04% | 157 |
|
|
2022
Q3 | – | Sell |
-1,209
| Closed | -$204K | – | 188 |
|
|
2022
Q2 | $204K | Buy |
1,209
+37
| +3% | +$6.24K | 0.04% | 170 |
|
|
2022
Q1 | $214K | Buy |
+1,172
| New | +$214K | 0.04% | 185 |
|