Appleton Partners’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 | $450K | Sell |
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2025
Q1 | $470K | Sell |
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2024
Q4 | $498K | Sell |
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2024
Q3 | $507K | Hold |
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2024
Q2 | $440K | Sell |
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2024
Q1 | $521K | Sell |
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2023
Q4 | $441K | Buy |
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2023
Q3 | $348K | Hold |
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2023
Q2 | $370K | Sell |
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2023
Q1 | $367K | Hold |
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2022
Q4 | $401K | Sell |
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2022
Q3 | $345K | Sell |
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2022
Q2 | $383K | Buy |
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2022
Q1 | $400K | Hold |
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2021
Q4 | $343K | Sell |
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2021
Q3 | $394K | Hold |
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2021
Q2 | $388K | Buy |
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2021
Q1 | $341K | Hold |
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2020
Q4 | $318K | Sell |
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2020
Q3 | $265K | Sell |
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2020
Q2 | $307K | Sell |
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2020
Q1 | $282K | Sell |
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2019
Q4 | $409K | Buy |
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2019
Q3 | $423K | Hold |
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2019
Q2 | $425K | Buy |
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2019
Q1 | $370K | Buy |
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2018
Q4 | $287K | Buy |
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2018
Q3 | $289K | Sell |
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2018
Q2 | $284K | Buy |
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2018
Q1 | $321K | Hold |
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2017
Q4 | $313K | Sell |
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2017
Q3 | $290K | Sell |
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2017
Q2 | $303K | Sell |
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2017
Q1 | $298K | Hold |
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2016
Q4 | $303K | Hold |
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2016
Q3 | $284K | Sell |
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2016
Q2 | $300K | Sell |
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2016
Q1 | $296K | Sell |
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2015
Q4 | $299K | Buy |
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2015
Q3 | $239K | Sell |
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2015
Q2 | $355K | Buy |
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2015
Q1 | $385K | Hold |
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2014
Q4 | $377K | Hold |
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2014
Q3 | $334K | Buy |
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2013
Q3 | – | Sell |
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2013
Q2 | $277K | Buy |
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