Empirical 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
Q2 | $1.66M | Sell |
|
|||||
|
2025
Q1 | $1.74M | Sell |
|
|||||
|
2024
Q4 | $1.88M | Sell |
|
|||||
|
2024
Q3 | $1.96M | Sell |
|
|||||
|
2024
Q2 | $2.03M | Sell |
|
|||||
|
2024
Q1 | $3.09M | Sell |
|
|||||
|
2023
Q4 | $7.28M | Buy |
|
|||||
|
2023
Q3 | $5.88M | Buy |
|
|||||
|
2023
Q2 | $5.81M | Buy |
|
|||||
|
2023
Q1 | $5.21M | Buy |
|
|||||
|
2022
Q4 | $5.19M | Buy |
|
|||||
|
2022
Q3 | $4.1M | Buy |
|
|||||
|
2022
Q2 | $3.19M | Buy |
|
|||||
|
2022
Q1 | $318K | Sell |
|
|||||
|
2021
Q4 | $274K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $207K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $278K | Buy |
|