Atlas Capital 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
Q2 | $940K | Sell |
|
|||||
|
2025
Q1 | $1.21M | Buy |
|
|||||
|
2024
Q4 | $111K | Hold |
|
|||||
|
2024
Q3 | $108K | Buy |
|
|||||
|
2024
Q2 | $84K | Hold |
|
|||||
|
2024
Q1 | $95K | Buy |
|
|||||
|
2023
Q4 | $47.4K | Hold |
|
|||||
|
2023
Q3 | $40.7K | Sell |
|
|||||
|
2023
Q2 | $54.7K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $59.1K | Hold |
|
|||||
|
2022
Q3 | $48.3K | Sell |
|
|||||
|
2022
Q2 | $59K | Buy |
|
|||||
|
2022
Q1 | $47.5K | Buy |
|
|||||
|
2021
Q4 | $35.4K | Hold |
|
|||||
|
2021
Q3 | $34.4K | Hold |
|
|||||
|
2021
Q2 | $33.8K | Buy |
|
|||||
|
2021
Q1 | $29.6K | Hold |
|
|||||
|
2020
Q4 | $27.7K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $22.5K | Sell |
|
|||||
|
2020
Q1 | $67.8K | Sell |
|
|||||
|
2019
Q4 | $113K | Hold |
|
|||||
|
2019
Q3 | $123K | Buy |
|
|||||
|
2019
Q2 | $87.6K | Sell |
|
|||||
|
2019
Q1 | $86.8K | Hold |
|
|||||
|
2018
Q4 | $75.8K | Hold |
|
|||||
|
2018
Q3 | $82K | Hold |
|
|||||
|
2018
Q2 | $81.5K | Buy |
|