Connecticut 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
Q2 | $726K | Sell |
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|
2025
Q1 | $732K | Sell |
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|
2024
Q4 | $694K | Sell |
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|
2024
Q3 | $756K | Sell |
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|
2024
Q2 | $711K | Buy |
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|
2024
Q1 | $713K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $639K | Buy |
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|
2023
Q2 | $417K | Sell |
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|
2023
Q1 | $433K | Sell |
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|
2022
Q4 | $1.36M | Buy |
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|
2022
Q3 | $1.11M | Sell |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $1.32M | Buy |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $1.1M | Sell |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $832K | Buy |
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|
2020
Q2 | $840K | Sell |
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|
2020
Q1 | $738K | Sell |
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|
2019
Q4 | $1.03M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.1M | Buy |
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|
2019
Q1 | $326K | Sell |
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|
2018
Q4 | $464K | Sell |
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|
2018
Q3 | $615K | Hold |
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|
2018
Q2 | $584K | Buy |
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|
2018
Q1 | $238K | Buy |
|