Dougherty Wealth Advisers’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 | $175K | Hold |
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|
2025
Q2 | $168K | Hold |
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|
2025
Q1 | $166K | Hold |
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|
2024
Q4 | $151K | Hold |
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|
2024
Q3 | $147K | Hold |
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|
2024
Q2 | $128K | Hold |
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|
2024
Q1 | $145K | Hold |
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|
2023
Q4 | $120K | Hold |
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|
2023
Q3 | $103K | Hold |
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|
2023
Q2 | $109K | Hold |
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|
2023
Q1 | $108K | Hold |
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|
2022
Q4 | $118K | Hold |
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|
2022
Q3 | $96K | Hold |
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|
2022
Q2 | $106K | Hold |
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|
2022
Q1 | $115K | Hold |
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|
2021
Q4 | $98K | Hold |
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|
2021
Q3 | $95K | Hold |
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|
2021
Q2 | $94K | Hold |
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|
2021
Q1 | $94K | Hold |
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|
2020
Q4 | $88K | Hold |
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|
2020
Q3 | $68K | Hold |
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|
2020
Q2 | $72K | Hold |
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|
2020
Q1 | $62K | Hold |
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|
2019
Q4 | $86K | Hold |
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|
2019
Q3 | $93K | Hold |
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|
2019
Q2 | $94K | Hold |
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|
2019
Q1 | $86K | Hold |
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|
2018
Q4 | $80K | Buy |
|