West Family Investments’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 | $551K | Buy |
2,061
+481
| +30% | +$129K | 0.14% | 144 |
|
|
2025
Q1 | $418K | Hold |
1,580
| – | – | 0.16% | 132 |
|
|
2024
Q4 | $381K | Sell |
1,580
-18
| -1% | -$4.34K | 0.13% | 158 |
|
|
2024
Q3 | $374K | Buy |
1,598
+278
| +21% | +$65.1K | 0.13% | 165 |
|
|
2024
Q2 | $268K | Sell |
1,320
-67
| -5% | -$13.6K | 0.08% | 191 |
|
|
2024
Q1 | $319K | Buy |
1,387
+109
| +9% | +$25.1K | 0.1% | 168 |
|
|
2023
Q4 | $243K | Buy |
+1,278
| New | +$243K | 0.08% | 186 |
|