Copperwynd Financial’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 | $1.09M | Buy |
|
|||||
|
2025
Q1 | $1.06M | Buy |
|
|||||
|
2024
Q4 | $953K | Sell |
|
|||||
|
2024
Q3 | $943K | Buy |
|
|||||
|
2024
Q2 | $831K | Buy |
|
|||||
|
2024
Q1 | $842K | Sell |
|
|||||
|
2023
Q4 | $711K | Buy |
|
|||||
|
2023
Q3 | $599K | Sell |
|
|||||
|
2023
Q2 | $645K | Buy |
|
|||||
|
2023
Q1 | $630K | Sell |
|
|||||
|
2022
Q4 | $694K | Sell |
|
|||||
|
2022
Q3 | $576K | Sell |
|
|||||
|
2022
Q2 | $659K | Sell |
|
|||||
|
2022
Q1 | $727K | Buy |
|
|||||
|
2021
Q4 | $600K | Buy |
|
|||||
|
2021
Q3 | $564K | Buy |
|
|||||
|
2021
Q2 | $542K | Buy |
|
|||||
|
2021
Q1 | $535K | Sell |
|
|||||
|
2020
Q4 | $506K | Sell |
|
|||||
|
2020
Q3 | $401K | Sell |
|
|||||
|
2020
Q2 | $432K | Sell |
|
|||||
|
2020
Q1 | $399K | Sell |
|
|||||
|
2019
Q4 | $560K | Buy |
|
|||||
|
2019
Q3 | $525K | Buy |
|
|||||
|
2019
Q2 | $533K | Buy |
|
|||||
|
2019
Q1 | $478K | Buy |
|
|||||
|
2018
Q4 | $399K | Sell |
|
|||||
|
2018
Q3 | $435K | Buy |
|
|||||
|
2018
Q2 | $391K | Buy |
|
|||||
|
2018
Q1 | $433K | Buy |
|
|||||
|
2017
Q4 | $389K | Buy |
|