Avior Wealth 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 | $316K | Sell |
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|
2025
Q1 | $348K | Sell |
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|
2024
Q4 | $337K | Buy |
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|
2024
Q3 | $285K | Sell |
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|
2024
Q2 | $254K | Sell |
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|
2024
Q1 | $615K | Buy |
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|
2023
Q4 | $126K | Buy |
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|
2023
Q3 | $92.9K | Buy |
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|
2023
Q2 | $98.6K | Buy |
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|
2023
Q1 | $97.1K | Buy |
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|
2022
Q4 | $106K | Buy |
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|
2022
Q3 | $86K | Hold |
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|
2022
Q2 | $95K | Buy |
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|
2022
Q1 | $102K | Buy |
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|
2021
Q4 | $88K | Sell |
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|
2021
Q3 | $91K | Buy |
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|
2021
Q2 | $45K | Sell |
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|
2021
Q1 | $46K | Sell |
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|
2020
Q4 | $44K | Sell |
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|
2020
Q3 | $34K | Buy |
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|
2020
Q2 | $33K | Buy |
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|
2020
Q1 | $28K | Buy |
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|
2019
Q4 | $39K | Buy |
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|
2019
Q3 | $42K | Buy |
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|
2019
Q2 | $43K | Sell |
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|
2019
Q1 | $296K | Buy |
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|
2018
Q4 | $259K | Buy |
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|
2018
Q3 | $245K | Hold |
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|
2018
Q2 | $231K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $15K | Buy |
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|
2015
Q4 | $11K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $5K | Hold |
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|
2014
Q3 | $4K | Hold |
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|
2014
Q2 | $4K | Hold |
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|
2014
Q1 | $4K | Buy |
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