Advisor OS’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 | $399K | Buy |
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|
2025
Q1 | $335K | Sell |
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|
2024
Q4 | $310K | Sell |
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|
2024
Q3 | $315K | Buy |
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|
2024
Q2 | $263K | Sell |
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|
2024
Q1 | $336K | Buy |
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|
2023
Q4 | $266K | Buy |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $942K | Sell |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $1.71M | Buy |
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|
2022
Q3 | $898K | Sell |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $794K | Buy |
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|
2021
Q4 | $504K | Buy |
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|
2021
Q3 | $429K | Buy |
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|
2021
Q2 | $364K | Buy |
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