Avantax Advisory Services’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 | $8.13M | Buy |
|
|||||
|
2025
Q1 | $7.44M | Sell |
|
|||||
|
2024
Q4 | $6.91M | Buy |
|
|||||
|
2024
Q3 | $6.34M | Buy |
|
|||||
|
2024
Q2 | $5.16M | Buy |
|
|||||
|
2024
Q1 | $4.37M | Sell |
|
|||||
|
2023
Q4 | $3.71M | Sell |
|
|||||
|
2023
Q3 | $3.24M | Buy |
|
|||||
|
2023
Q2 | $2.48M | Buy |
|
|||||
|
2023
Q1 | $2.31M | Sell |
|
|||||
|
2022
Q4 | $2.73M | Buy |
|
|||||
|
2022
Q3 | $2.16M | Buy |
|
|||||
|
2022
Q2 | $2.21M | Sell |
|
|||||
|
2022
Q1 | $2.38M | Sell |
|
|||||
|
2021
Q4 | $2.11M | Buy |
|
|||||
|
2021
Q3 | $1.94M | Buy |
|
|||||
|
2021
Q2 | $1.8M | Sell |
|
|||||
|
2021
Q1 | $1.93M | Sell |
|
|||||
|
2020
Q4 | $1.9M | Sell |
|
|||||
|
2020
Q3 | $2.27M | Buy |
|
|||||
|
2020
Q2 | $1.97M | Buy |
|
|||||
|
2020
Q1 | $1.7M | Buy |
|
|||||
|
2019
Q4 | $2.11M | Buy |
|
|||||
|
2019
Q3 | $2M | Buy |
|
|||||
|
2019
Q2 | $1.81M | Buy |
|
|||||
|
2019
Q1 | $1.35M | Buy |
|
|||||
|
2018
Q4 | $1.08M | Buy |
|