BSW Wealth Partners’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 | $1.8M | Sell |
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|
2025
Q2 | $1.78M | Buy |
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|
2025
Q1 | $1.71M | Sell |
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|
2024
Q4 | $1.59M | Buy |
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|
2024
Q3 | $1.53M | Buy |
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|
2024
Q2 | $1.29M | Buy |
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|
2024
Q1 | $1.43M | Buy |
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q3 | $974K | Buy |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.68M | Sell |
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|
2022
Q4 | $1.85M | Buy |
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|
2022
Q3 | $1.45M | Buy |
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|
2022
Q2 | $1.59M | Buy |
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|
2022
Q1 | $1.63M | Buy |
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|
2021
Q4 | $1.34M | Buy |
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|
2021
Q3 | $1.26M | Buy |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $1.18M | Buy |
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|
2020
Q4 | $1.04M | Buy |
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|
2020
Q3 | $750K | Buy |
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|
2020
Q2 | $784K | Buy |
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|
2020
Q1 | $579K | Sell |
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|
2019
Q4 | $1.15M | Buy |
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|
2019
Q3 | $803K | Sell |
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|
2019
Q2 | $1.23M | Buy |
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|
2019
Q1 | $600K | Sell |
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|
2018
Q4 | $835K | Buy |
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|
2018
Q3 | $281K | Sell |
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|
2018
Q2 | $828K | Sell |
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|
2018
Q1 | $992K | Buy |
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|
2017
Q4 | $960K | Buy |
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|
2017
Q3 | $859K | Sell |
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|
2017
Q2 | $887K | Buy |
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|
2017
Q1 | $827K | Buy |
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|
2016
Q4 | $773K | Buy |
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|
2016
Q3 | $6.43K | Sell |
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|
2016
Q2 | $765K | Sell |
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|
2016
Q1 | $776K | Hold |
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|
2015
Q4 | $751K | Sell |
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|
2015
Q3 | $671K | Buy |
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|
2015
Q2 | $565K | Sell |
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|
2015
Q1 | $685K | Hold |
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|
2014
Q4 | $670K | Hold |
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|
2014
Q3 | $595K | Sell |
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|
2014
Q2 | $769K | Hold |
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|
2014
Q1 | $696K | Hold |
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|
2013
Q4 | $741K | Hold |
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|
2013
Q3 | $693K | Hold |
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|
2013
Q2 | $654K | Buy |
|