Crewe Advisors’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 | $82.9K | Buy |
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|
2025
Q1 | $70.1K | Buy |
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|
2024
Q4 | $63.6K | Sell |
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|
2024
Q3 | $79.1K | Sell |
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|
2024
Q2 | $72K | Sell |
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|
2024
Q1 | $81.9K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $45K | Buy |
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|
2023
Q1 | $44.1K | Hold |
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|
2022
Q4 | $48.2K | Sell |
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|
2022
Q3 | $52K | Buy |
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|
2022
Q2 | $51K | Buy |
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|
2022
Q1 | $47K | Hold |
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|
2021
Q4 | $40K | Hold |
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|
2021
Q3 | $39K | Hold |
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|
2021
Q2 | $38K | Hold |
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|
2021
Q1 | $39K | Hold |
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|
2020
Q4 | $36K | Sell |
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|
2020
Q3 | $30K | Buy |
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|
2020
Q2 | $29K | Hold |
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|
2020
Q1 | $26K | Sell |
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|
2019
Q4 | $80K | Hold |
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|
2019
Q3 | $87K | Sell |
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|
2019
Q2 | $89K | Buy |
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|
2019
Q1 | $80K | Hold |
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|
2018
Q4 | $70K | Hold |
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|
2018
Q3 | $75K | Hold |
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|
2018
Q2 | $71K | Hold |
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|
2018
Q1 | $81K | Hold |
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|
2017
Q4 | $79K | Buy |
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