Compass Wealth Management’s Travelers Companies TRV Stock Holding History

Compass Wealth Management’s Portfolio TRV Stock Details TRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.12M	Sell
2025 Q1	$3.12M	Sell
2024 Q4	$2.89M	Hold
2024 Q3	$2.81M	Hold
2024 Q2	$2.44M	Buy
2023 Q4	–	Sell
2023 Q3	$1.93M	Buy
2023 Q2	–	Sell
2023 Q1	$2.09M	Sell
2022 Q4	$2.37M	Buy