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