Beaird Harris 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
$143K Buy
2025
Q1
$135K Buy
2024
Q4
$120K Hold
2024
Q3
$117K Hold
2024
Q2
$102K Sell
2024
Q1
$116K Buy
2023
Q4
$572 Buy
2022
Q3
Sell
2022
Q2
$8K Buy