Beacon Capital Management LLC (Tennessee)’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 | $32.8K | Buy |
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|
2025
Q1 | $32.3K | Sell |
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|
2024
Q4 | $32.3K | Buy |
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|
2024
Q3 | $31.2K | Sell |
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|
2024
Q2 | $27.2K | Sell |
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|
2024
Q1 | $35.7K | Buy |
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|
2023
Q4 | $14.6K | Sell |
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|
2023
Q3 | $17.2K | Hold |
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|
2023
Q2 | $17.2K | Buy |
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|
2023
Q1 | $3.77K | Sell |
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|
2022
Q4 | $12.4K | Buy |
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|
2022
Q3 | $4K | Sell |
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|
2022
Q2 | $9K | Hold |
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|
2022
Q1 | $9K | Buy |
|