Axxcess 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $528K | Sell |
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|
2025
Q3 | $625K | Sell |
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|
2025
Q2 | $970K | Sell |
|
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|
2025
Q1 | $1.35M | Sell |
|
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.1M | Sell |
|
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $814K | Buy |
|
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|
2023
Q3 | $466K | Sell |
|
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|
2023
Q2 | $669K | Buy |
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|
2023
Q1 | $467K | Sell |
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|
2022
Q4 | $515K | Sell |
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|
2022
Q3 | $426K | Buy |
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|
2022
Q2 | $455K | Buy |
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|
2022
Q1 | $260K | Buy |
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