Concord 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
Q2 | $1.93M | Buy |
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|
2025
Q1 | $1.88M | Buy |
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|
2024
Q4 | $1.65M | Sell |
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|
2024
Q3 | $1.63M | Buy |
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|
2024
Q2 | $1.3M | Buy |
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|
2024
Q1 | $1.34M | Buy |
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|
2023
Q4 | $904K | Buy |
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|
2023
Q3 | $15K | Buy |
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|
2023
Q2 | $6.77K | Buy |
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|
2023
Q1 | $2.57K | Sell |
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|
2022
Q4 | $6.81K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $33K | Buy |
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|
2022
Q1 | $34K | Hold |
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|
2021
Q4 | $29K | Buy |
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|
2021
Q3 | $6K | Sell |
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|
2021
Q2 | $21K | Buy |
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|
2021
Q1 | $18K | Buy |
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|
2020
Q4 | $1K | Buy |
|