Wealthfront Advisers’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.48M | Buy |
20,480
+196
| +1% | +$52.4K | 0.01% | 357 |
|
|
2025
Q1 | $5.36M | Buy |
20,284
+3,306
| +19% | +$874K | 0.01% | 341 |
|
|
2024
Q4 | $4.09M | Buy |
16,978
+610
| +4% | +$147K | 0.01% | 375 |
|
|
2024
Q3 | $3.83M | Buy |
16,368
+4,294
| +36% | +$1.01M | 0.01% | 366 |
|
|
2024
Q2 | $2.46M | Buy |
12,074
+447
| +4% | +$90.9K | 0.01% | 437 |
|
|
2024
Q1 | $2.68M | Buy |
11,627
+174
| +2% | +$40K | 0.01% | 413 |
|
|
2023
Q4 | $2.18M | Buy |
11,453
+293
| +3% | +$55.8K | 0.01% | 446 |
|
|
2023
Q3 | $1.82M | Sell |
11,160
-4,991
| -31% | -$815K | 0.01% | 440 |
|
|
2023
Q2 | $2.8M | Sell |
16,151
-3,154
| -16% | -$548K | 0.01% | 341 |
|
|
2023
Q1 | $3.31M | Buy |
19,305
+704
| +4% | +$121K | 0.02% | 285 |
|
|
2022
Q4 | $3.49M | Buy |
18,601
+1,548
| +9% | +$290K | 0.02% | 265 |
|
|
2022
Q3 | $2.61M | Sell |
17,053
-1,950
| -10% | -$299K | 0.01% | 311 |
|
|
2022
Q2 | $3.21M | Sell |
19,003
-4,111
| -18% | -$695K | 0.02% | 272 |
|
|
2022
Q1 | $4.22M | Buy |
23,114
+9,919
| +75% | +$1.81M | 0.02% | 234 |
|
|
2021
Q4 | $2.06M | Buy |
13,195
+7,603
| +136% | +$1.19M | 0.01% | 381 |
|
|
2021
Q3 | $850K | Buy |
5,592
+1,095
| +24% | +$166K | ﹤0.01% | 492 |
|
|
2021
Q2 | $673K | Buy |
4,497
+523
| +13% | +$78.3K | ﹤0.01% | 477 |
|
|
2021
Q1 | $598K | Buy |
3,974
+306
| +8% | +$46K | ﹤0.01% | 435 |
|
|
2020
Q4 | $515K | Buy |
+3,668
| New | +$515K | ﹤0.01% | 434 |
|
|
2020
Q3 | – | Sell |
-1,872
| Closed | -$214K | – | 514 |
|
|
2020
Q2 | $214K | Buy |
+1,872
| New | +$214K | ﹤0.01% | 492 |
|
|
2020
Q1 | – | Sell |
-11,647
| Closed | -$1.6M | – | 490 |
|
|
2019
Q4 | $1.6M | Sell |
11,647
-2,592
| -18% | -$355K | 0.01% | 228 |
|
|
2019
Q3 | $2.12M | Sell |
14,239
-285
| -2% | -$42.4K | 0.02% | 154 |
|
|
2019
Q2 | $2.17M | Buy |
14,524
+825
| +6% | +$123K | 0.02% | 146 |
|
|
2019
Q1 | $1.88M | Buy |
13,699
+1,450
| +12% | +$199K | 0.02% | 155 |
|
|
2018
Q4 | $1.47M | Buy |
+12,249
| New | +$1.47M | 0.02% | 178 |
|