Castle Rock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $220K | Buy |
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|
2025
Q2 | $209K | Sell |
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|
2025
Q1 | $231K | Buy |
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|
2024
Q4 | $209K | Sell |
|
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|
2024
Q3 | $219K | Sell |
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|
2024
Q2 | $238K | Hold |
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|
2024
Q1 | $250K | Buy |
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|
2023
Q4 | $226K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $202K | Sell |
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|
2023
Q1 | $410K | Hold |
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|
2022
Q4 | $429K | Hold |
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|
2022
Q3 | $356K | Hold |
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|
2022
Q2 | $379K | Buy |
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|
2022
Q1 | $258K | Buy |
|