Aspen Investment 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 | $376K | Sell |
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|
2025
Q1 | $395K | Sell |
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|
2024
Q4 | $362K | Sell |
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|
2024
Q3 | $356K | Hold |
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|
2024
Q2 | $309K | Hold |
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|
2024
Q1 | $350K | Hold |
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|
2023
Q4 | $290K | Hold |
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|
2023
Q3 | $248K | Hold |
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|
2023
Q2 | $264K | Hold |
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|
2023
Q1 | $261K | Hold |
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|
2022
Q4 | $285K | Hold |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $257K | Hold |
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|
2022
Q1 | $278K | Hold |
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|
2021
Q4 | $238K | Hold |
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|
2021
Q3 | $231K | Sell |
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|
2021
Q2 | $259K | Hold |
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|
2021
Q1 | $261K | Hold |
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|
2020
Q4 | $243K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $237K | Hold |
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|
2019
Q3 | $258K | Hold |
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|
2019
Q2 | $259K | Hold |
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|
2019
Q1 | $238K | Hold |
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|
2018
Q4 | $208K | Hold |
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|
2018
Q3 | $225K | Hold |
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|
2018
Q2 | $212K | Hold |
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|
2018
Q1 | $241K | Hold |
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|
2017
Q4 | $235K | Hold |
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|
2017
Q3 | $212K | Hold |
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|
2017
Q2 | $219K | Hold |
|
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|
2017
Q1 | $209K | Hold |
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|
2016
Q4 | $212K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $206K | Hold |
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|
2016
Q1 | $202K | Sell |
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|
2015
Q4 | $241K | Hold |
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|
2015
Q3 | $212K | Sell |
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|
2015
Q2 | $218K | Hold |
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|
2015
Q1 | $244K | Hold |
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|
2014
Q4 | $239K | Hold |
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|
2014
Q3 | $212K | Hold |
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|
2014
Q2 | $212K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $204K | Buy |
|