WBC
West Branch Capital’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.9K | Buy |
179
+50
| +39% | +$13.4K | 0.01% | 147 |
|
|
2025
Q1 | $34.1K | Hold |
129
| – | – | 0.01% | 178 |
|
|
2024
Q4 | $31.1K | Hold |
129
| – | – | 0.01% | 185 |
|
|
2024
Q3 | $30.2K | Buy |
129
+4
| +3% | +$936 | 0.01% | 194 |
|
|
2024
Q2 | $25.4K | Hold |
125
| – | – | 0.01% | 209 |
|
|
2024
Q1 | $28.8K | Hold |
125
| – | – | 0.01% | 199 |
|
|
2023
Q4 | $23.8K | Hold |
125
| – | – | 0.01% | 209 |
|
|
2023
Q3 | $20.4K | Hold |
125
| – | – | 0.01% | 219 |
|
|
2023
Q2 | $21.7K | Hold |
125
| – | – | 0.01% | 220 |
|
|
2023
Q1 | $21.4K | Hold |
125
| – | – | 0.01% | 223 |
|
|
2022
Q4 | $23.4K | Hold |
125
| – | – | 0.01% | 216 |
|
|
2022
Q3 | $19K | Hold |
125
| – | – | 0.01% | 230 |
|
|
2022
Q2 | $21K | Hold |
125
| – | – | 0.01% | 225 |
|
|
2022
Q1 | $23K | Buy |
125
+75
| +150% | +$13.8K | 0.01% | 235 |
|
|
2021
Q4 | $8K | Buy |
+50
| New | +$8K | ﹤0.01% | 348 |
|
|
2018
Q4 | – | Sell |
-5,760
| Closed | -$747K | – | 87 |
|
|
2018
Q3 | $747K | Buy |
5,760
+3
| +0.1% | +$389 | 0.55% | 50 |
|
|
2018
Q2 | $704K | Buy |
+5,757
| New | +$704K | 0.55% | 52 |
|