Bell Investment 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
Q2 | $86K | Buy |
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|
2025
Q1 | $83.8K | Buy |
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|
2024
Q4 | $75.8K | Buy |
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|
2024
Q3 | $71.7K | Hold |
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|
2024
Q2 | $62.2K | Buy |
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|
2024
Q1 | $70.2K | Buy |
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|
2023
Q4 | $58K | Buy |
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|
2023
Q3 | $48.5K | Sell |
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|
2023
Q2 | $53.2K | Sell |
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|
2023
Q1 | $57.9K | Sell |
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|
2022
Q4 | $64.1K | Buy |
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|
2022
Q3 | $48K | Sell |
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|
2022
Q2 | $55K | Buy |
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|
2021
Q4 | $46K | Sell |
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|
2021
Q3 | $46K | Buy |
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