FORVIS WEALTH ADVISORS, LLC – The Travelers Companies, Inc. Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$2.16M
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-9.42%
quarter
The Travelers Companies, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.02% | 3 shares | -226K | $153.2 | 14.16K |
| Q2 2022 | share | Increase | +1.86% | 258 shares | -145K | $169.13 | 14.16K |
| Q1 2022 | share | Increase | +12.19% | 1.51K shares | 602K | $182.73 | 13.90K |
| Q4 2021 | share | Increase | +5.17% | 609 shares | 147K | $156.81 | 12.39K |
| Q3 2021 | share | Increase | +4.51% | 508 shares | 103K | $152.01 | 11.78K |
| Q2 2021 | share | Increase | +3.53% | 384 shares | 50K | $148.88 | 11.27K |
| Q1 2021 | share | Decrease | -2.05% | -228 shares | 77K | $148.72 | 10.89K |
| Q4 2020 | share | Increase | +19.19% | 1.79K shares | 552K | $138.04 | 11.11K |
| Q3 2020 | share | Increase | +13.48% | 1.10K shares | 71K | $105.73 | 9.32K |
| Q2 2020 | share | Increase | +124.92% | 4.56K shares | 575K | $110.63 | 8.22K |
| Q1 2020 | share | Increase | +115.63% | 1.96K shares | 131K | $95.72 | 3.65K |
| Q4 2019 | share | Increase | 0.00% | 1.69K shares | 232K | $131.02 | 1.69K |