Aries Wealth Management’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 | $711K | Sell |
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|
2025
Q1 | $957K | Buy |
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|
2024
Q4 | $871K | Buy |
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|
2024
Q3 | $622K | Sell |
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|
2024
Q2 | $582K | Buy |
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|
2024
Q1 | $658K | Hold |
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|
2023
Q4 | $544K | Sell |
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|
2023
Q3 | $480K | Buy |
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|
2023
Q2 | $496K | Hold |
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|
2023
Q1 | $490K | Hold |
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|
2022
Q4 | $536K | Hold |
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|
2022
Q3 | $527K | Sell |
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|
2022
Q2 | $494K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $457K | Hold |
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|
2021
Q3 | $444K | Sell |
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|
2021
Q2 | $442K | Hold |
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|
2021
Q1 | $459K | Sell |
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|
2020
Q4 | $427K | Hold |
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|
2020
Q3 | $331K | Hold |
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|
2020
Q2 | $349K | Sell |
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|
2020
Q1 | $305K | Hold |
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|
2019
Q4 | $431K | Hold |
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|
2019
Q3 | $448K | Sell |
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|
2019
Q2 | $517K | Buy |
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|
2019
Q1 | $457K | Buy |
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|
2018
Q4 | $392K | Hold |
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|
2018
Q3 | $424K | Sell |
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|
2018
Q2 | $439K | Hold |
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|
2018
Q1 | $465K | Hold |
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|
2017
Q4 | $465K | Buy |
|