Atwood & Palmer’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
$41.9K Sell
2025
Q2
$63.7K Hold
2025
Q1
$62.9K Hold
2024
Q4
$57.3K Hold
2024
Q3
$55.7K Hold
2024
Q2
$48.4K Sell
2024
Q1
$132K Hold
2023
Q4
$109K Hold
2023
Q3
$93.6K Hold
2023
Q2
$99.5K Buy
2023
Q1
$42.5K Hold
2022
Q4
$46.5K Hold
2022
Q3
$38K Hold
2022
Q2
$42K Hold
2022
Q1
$45K Hold
2021
Q4
$39K Hold
2021
Q3
$38K Hold
2021
Q2
$37K Hold
2021
Q1
$37K Buy