Eagle Ridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $311K | Hold |
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|
2024
Q3 | $302K | Hold |
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|
2024
Q2 | $263K | Hold |
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|
2024
Q1 | $297K | Hold |
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|
2023
Q4 | $246K | Hold |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $243K | Hold |
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|
2023
Q1 | $240K | Hold |
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|
2022
Q4 | $263K | Hold |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $237K | Hold |
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|
2022
Q1 | $256K | Hold |
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|
2021
Q4 | $219K | Hold |
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|
2021
Q3 | $213K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $321K | Hold |
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|
2020
Q4 | $300K | Sell |
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|
2020
Q3 | $249K | Hold |
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|
2020
Q2 | $262K | Sell |
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|
2020
Q1 | $233K | Sell |
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|
2019
Q4 | $346K | Sell |
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|
2019
Q3 | $488K | Buy |
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|
2019
Q2 | $458K | Sell |
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|
2019
Q1 | $437K | Hold |
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|
2018
Q4 | $381K | Sell |
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|
2018
Q3 | $586K | Sell |
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|
2018
Q2 | $558K | Hold |
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|
2018
Q1 | $634K | Sell |
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|
2017
Q4 | $734K | Hold |
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|
2017
Q3 | $663K | Sell |
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|
2017
Q2 | $688K | Buy |
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|
2017
Q1 | $426K | Buy |
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|
2016
Q4 | $411K | Buy |
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