Beaumont Financial Advisors’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
Q3 | $1.37M | Buy |
|
|||||
|
2025
Q2 | $1.31M | Buy |
|
|||||
|
2025
Q1 | $1.27M | Buy |
|
|||||
|
2024
Q4 | $1.14M | Buy |
|
|||||
|
2024
Q3 | $1.11M | Sell |
|
|||||
|
2024
Q2 | $963K | Buy |
|
|||||
|
2024
Q1 | $1.08M | Buy |
|
|||||
|
2023
Q4 | $754K | Buy |
|
|||||
|
2023
Q3 | $642K | Hold |
|
|||||
|
2023
Q2 | $683K | Buy |
|
|||||
|
2023
Q1 | $673K | Buy |
|
|||||
|
2022
Q4 | $729K | Buy |
|
|||||
|
2022
Q3 | $595K | Buy |
|
|||||
|
2022
Q2 | $652K | Buy |
|
|||||
|
2022
Q1 | $703K | Buy |
|
|||||
|
2021
Q4 | $210K | Hold |
|
|||||
|
2021
Q3 | $204K | Sell |
|
|||||
|
2021
Q2 | $203K | Buy |
|
|||||
|
2021
Q1 | $201K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $204K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $223K | Buy |
|