Benedict 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
Q2 | $9.52M | Sell |
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|
2025
Q1 | $9.49M | Sell |
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|
2024
Q4 | $8.71M | Sell |
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|
2024
Q3 | $8.52M | Buy |
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|
2024
Q2 | $7.39M | Sell |
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|
2024
Q1 | $8.47M | Sell |
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|
2023
Q4 | $7.02M | Buy |
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|
2023
Q3 | $5.97M | Buy |
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|
2023
Q2 | $6.29M | Buy |
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|
2023
Q1 | $6.15M | Buy |
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|
2022
Q4 | $6.67M | Sell |
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|
2022
Q3 | $5.46M | Buy |
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|
2022
Q2 | $5.93M | Buy |
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|
2022
Q1 | $6.32M | Buy |
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|
2021
Q4 | $5.36M | Buy |
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|
2021
Q3 | $5.09M | Buy |
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|
2021
Q2 | $4.9M | Buy |
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|
2021
Q1 | $4.81M | Buy |
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|
2020
Q4 | $4.23M | Buy |
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|
2020
Q3 | $3.19M | Buy |
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|
2020
Q2 | $3.05M | Buy |
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|
2020
Q1 | $2.6M | Buy |
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|
2019
Q4 | $3.51M | Buy |
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|
2019
Q3 | $3.69M | Buy |
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|
2019
Q2 | $3.71M | Buy |
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|
2019
Q1 | $3.35M | Buy |
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|
2018
Q4 | $2.85M | Buy |
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|
2018
Q3 | $3.04M | Buy |
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|
2018
Q2 | $2.8M | Buy |
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|
2018
Q1 | $3.11M | Sell |
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|
2017
Q4 | $3.06M | Sell |
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|
2017
Q3 | $2.78M | Sell |
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|
2017
Q2 | $2.84M | Buy |
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|
2017
Q1 | $2.67M | Buy |
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|
2016
Q4 | $2.6M | Sell |
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|
2016
Q3 | $2.43M | Buy |
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|
2016
Q2 | $2.45M | Buy |
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|
2016
Q1 | $2.3M | Buy |
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|
2015
Q4 | $2.01M | Buy |
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|
2015
Q3 | $1.56M | Buy |
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|
2015
Q2 | $1.42M | Buy |
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|
2015
Q1 | $1.27M | Buy |
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|
2014
Q4 | $1.2M | Buy |
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