BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.75M | Buy |
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|
2023
Q1 | $4.56M | Buy |
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|
2022
Q4 | $4.76M | Buy |
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|
2022
Q3 | $3.62M | Buy |
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|
2022
Q2 | $3.79M | Sell |
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|
2022
Q1 | $4.18M | Buy |
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|
2021
Q4 | $3.36M | Sell |
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|
2021
Q3 | $3.36M | Buy |
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|
2021
Q2 | $3.24M | Buy |
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|
2021
Q1 | $3.11M | Buy |
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|
2020
Q4 | $2.79M | Sell |
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|
2020
Q3 | $2.15M | Buy |
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|
2020
Q2 | $2.15M | Buy |
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|
2020
Q1 | $1.74M | Buy |
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|
2019
Q4 | $1.98M | Buy |
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|
2019
Q3 | $2.11M | Buy |
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|
2019
Q2 | $1.95M | Buy |
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|
2019
Q1 | $1.7M | Sell |
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|
2018
Q4 | $1.49M | Buy |
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|
2018
Q3 | $1.54M | Buy |
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|
2018
Q2 | $1.41M | Buy |
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|
2018
Q1 | $1.53M | Buy |
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|
2017
Q4 | $1.49M | Buy |
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|
2017
Q3 | $1.3M | Buy |
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|
2017
Q2 | $1.31M | Buy |
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|
2017
Q1 | $1.23M | Buy |
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|
2016
Q4 | $1.21M | Sell |
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|
2016
Q3 | $1.16M | Buy |
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|
2016
Q2 | $1.18M | Buy |
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|
2016
Q1 | $818K | Buy |
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