WealthPlan Investment Management’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	$378K	Buy	+1,414	New	+$378K	0.03%	265
2023 Q3	–	Sell	-100	Closed	-$17.4K	–	341
2023 Q2	$17.4K	Hold	100	–	–	0.01%	254
2023 Q1	$17.1K	Buy	+100	New	+$17.1K	﹤0.01%	302