Addison Advisors’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141K | Sell |
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|
2025
Q1 | $161K | Sell |
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|
2024
Q4 | $187K | Sell |
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|
2024
Q3 | $188K | Buy |
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|
2024
Q2 | $92.9K | Buy |
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|
2024
Q1 | $87.7K | Buy |
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|
2023
Q4 | $63.1K | Buy |
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|
2023
Q3 | $35.6K | Buy |
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|
2023
Q2 | $30.6K | Sell |
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|
2023
Q1 | $30.7K | Hold |
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|
2022
Q4 | $33.6K | Buy |
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|
2022
Q3 | $20K | Buy |
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|
2022
Q2 | $15K | Sell |
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|
2022
Q1 | $33K | Buy |
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|
2021
Q4 | $7K | Buy |
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|
2021
Q3 | $1K | Buy |
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