Arkadios Wealth 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
Q3 | $1.2M | Buy |
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|
2025
Q2 | $809K | Buy |
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|
2025
Q1 | $444K | Buy |
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|
2024
Q4 | $298K | Sell |
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|
2024
Q3 | $294K | Sell |
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|
2024
Q2 | $258K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $136K | Sell |
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|
2021
Q2 | $210K | Buy |
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|
2021
Q1 | $123K | Buy |
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|
2020
Q4 | $86K | Buy |
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|
2020
Q3 | $12.5K | Buy |
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|
2020
Q2 | $13K | Buy |
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