Wedmont Private Capital’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 | $809K | Buy |
3,170
+192
| +6% | +$49K | 0.03% | 308 |
|
|
2025
Q1 | $730K | Buy |
2,978
+342
| +13% | +$83.8K | 0.04% | 283 |
|
|
2024
Q4 | $613K | Buy |
2,636
+211
| +9% | +$49K | 0.03% | 321 |
|
|
2024
Q3 | $548K | Buy |
2,425
+319
| +15% | +$72.1K | 0.03% | 329 |
|
|
2024
Q2 | $446K | Sell |
2,106
-20
| -0.9% | -$4.23K | 0.03% | 376 |
|
|
2024
Q1 | $476K | Buy |
2,126
+258
| +14% | +$57.7K | 0.03% | 330 |
|
|
2023
Q4 | $359K | Buy |
1,868
+476
| +34% | +$91.5K | 0.03% | 381 |
|
|
2023
Q3 | $227K | Sell |
1,392
-135
| -9% | -$22K | 0.02% | 444 |
|
|
2023
Q2 | $253K | Buy |
1,527
+216
| +16% | +$35.8K | 0.03% | 422 |
|
|
2023
Q1 | $226K | Buy |
1,311
+162
| +14% | +$28K | 0.03% | 414 |
|
|
2022
Q4 | $223K | Buy |
+1,149
| New | +$223K | 0.03% | 406 |
|