Wooster Corthell Wealth 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 | $662K | Hold |
2,476
| – | – | 0.12% | 52 |
|
|
2025
Q1 | $655K | Buy |
2,476
+15
| +0.6% | +$3.97K | 0.13% | 52 |
|
|
2024
Q4 | $593K | Buy |
+2,461
| New | +$593K | 0.13% | 47 |
|
|
2017
Q4 | – | Sell |
-1,640
| Closed | -$201K | – | 37 |
|
|
2017
Q3 | $201K | Buy |
1,640
+32
| +2% | +$3.92K | 0.11% | 34 |
|
|
2017
Q2 | $203K | Buy |
+1,608
| New | +$203K | 0.12% | 33 |
|