Clearstead 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
Q3 | $1.88M | Sell |
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|
2025
Q2 | $1.91M | Buy |
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|
2025
Q1 | $1.82M | Buy |
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|
2024
Q4 | $1.51M | Sell |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $1.26M | Buy |
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|
2024
Q1 | $813K | Buy |
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|
2023
Q4 | $548K | Sell |
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|
2023
Q3 | $910K | Buy |
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|
2023
Q2 | $330K | Buy |
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|
2023
Q1 | $314K | Buy |
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|
2022
Q4 | $330K | Buy |
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|
2022
Q3 | $266K | Buy |
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|
2022
Q2 | $287K | Buy |
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|
2022
Q1 | $306K | Buy |
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|
2021
Q4 | $237K | Buy |
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|
2021
Q3 | $214K | Buy |
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|
2021
Q2 | $206K | Buy |
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|
2021
Q1 | $206K | Sell |
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|
2020
Q4 | $233K | Sell |
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|
2020
Q3 | $185K | Buy |
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|
2020
Q2 | $186K | Sell |
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|
2020
Q1 | $183K | Sell |
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|
2019
Q4 | $301K | Buy |
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|
2019
Q3 | $297K | Buy |
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|
2019
Q2 | $298K | Sell |
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|
2019
Q1 | $304K | Buy |
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|
2018
Q4 | $235K | Buy |
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