Defined 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
Q3 | $560K | Buy |
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|
2025
Q2 | $535K | Buy |
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|
2025
Q1 | $525K | Hold |
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|
2024
Q4 | $479K | Buy |
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|
2024
Q3 | $463K | Buy |
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|
2024
Q2 | $399K | Sell |
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|
2024
Q1 | $452K | Buy |
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|
2023
Q4 | $374K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $335K | Hold |
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|
2022
Q4 | $366K | Hold |
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|
2022
Q3 | $299K | Hold |
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|
2022
Q2 | $330K | Hold |
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|
2022
Q1 | $357K | Hold |
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|
2021
Q4 | $306K | Sell |
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|
2021
Q3 | $322K | Hold |
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|
2021
Q2 | $318K | Sell |
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|
2021
Q1 | $325K | Hold |
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|
2020
Q4 | $303K | Buy |
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