Crestwood Advisors Group’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 | $431K | Sell |
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|
2025
Q1 | $428K | Sell |
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|
2024
Q4 | $598K | Buy |
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|
2024
Q3 | $324K | Buy |
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|
2024
Q2 | $245K | Sell |
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|
2024
Q1 | $315K | Sell |
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|
2023
Q4 | $264K | Buy |
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|
2023
Q3 | $212K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $444K | Hold |
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|
2022
Q3 | $363K | Sell |
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|
2022
Q2 | $433K | Sell |
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|
2022
Q1 | $490K | Sell |
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|
2021
Q4 | $1.39M | Sell |
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|
2021
Q3 | $24.1M | Buy |
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|
2021
Q2 | $23.3M | Buy |
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|
2021
Q1 | $23.1M | Buy |
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|
2020
Q4 | $20.5M | Sell |
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|
2020
Q3 | $16M | Sell |
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|
2020
Q2 | $17M | Sell |
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|
2020
Q1 | $15.4M | Buy |
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|
2019
Q4 | $20.4M | Sell |
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|
2019
Q3 | $22.3M | Buy |
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|
2019
Q2 | $21.7M | Buy |
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|
2019
Q1 | $19M | Buy |
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|
2018
Q4 | $16.2M | Sell |
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|
2018
Q3 | $17.7M | Buy |
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|
2018
Q2 | $17.3M | Buy |
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|
2018
Q1 | $17.5M | Sell |
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|
2017
Q4 | $17.1M | Buy |
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|
2017
Q3 | $15.5M | Buy |
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|
2017
Q2 | $15.9M | Sell |
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|
2017
Q1 | $15.3M | Buy |
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|
2016
Q4 | $14.5M | Sell |
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|
2016
Q3 | $13.6M | Sell |
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|
2016
Q2 | $15.5M | Sell |
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|
2016
Q1 | $16.1M | Sell |
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|
2015
Q4 | $16.2M | Sell |
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|
2015
Q3 | $14.7M | Buy |
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|
2015
Q2 | $14.1M | Buy |
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|
2015
Q1 | $15.3M | Buy |
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|
2014
Q4 | $14.2M | Buy |
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|
2014
Q3 | $12.6M | Sell |
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|
2014
Q2 | $15.7M | Sell |
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|
2014
Q1 | $14.2M | Buy |
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|
2013
Q4 | $14.4M | Sell |
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|
2013
Q3 | $13.5M | Buy |
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|
2013
Q2 | $12.6M | Buy |
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