World Investment Advisors’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 | $583K | Buy |
2,179
+379
| +21% | +$101K | 0.01% | 677 |
|
|
2025
Q1 | $476K | Buy |
1,800
+290
| +19% | +$76.7K | 0.01% | 704 |
|
|
2024
Q4 | $364K | Sell |
1,510
-631
| -29% | -$152K | 0.01% | 749 |
|
|
2024
Q3 | $501K | Buy |
+2,141
| New | +$501K | 0.02% | 590 |
|
|
2024
Q2 | – | Sell |
-1,046
| Closed | -$241K | – | 632 |
|
|
2024
Q1 | $241K | Buy |
+1,046
| New | +$241K | 0.03% | 345 |
|