Evermay 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 | $457K | Sell |
|
|||||
|
2025
Q1 | $455K | Hold |
|
|||||
|
2024
Q4 | $414K | Hold |
|
|||||
|
2024
Q3 | $403K | Sell |
|
|||||
|
2024
Q2 | $360K | Hold |
|
|||||
|
2024
Q1 | $407K | Sell |
|
|||||
|
2023
Q4 | $338K | Buy |
|
|||||
|
2023
Q3 | $289K | Sell |
|
|||||
|
2023
Q2 | $317K | Hold |
|
|||||
|
2023
Q1 | $313K | Sell |
|
|||||
|
2022
Q4 | $384K | Hold |
|
|||||
|
2022
Q3 | $314K | Buy |
|
|||||
|
2022
Q2 | $337K | Sell |
|
|||||
|
2022
Q1 | $377K | Sell |
|
|||||
|
2021
Q4 | $346K | Sell |
|
|||||
|
2021
Q3 | $356K | Sell |
|
|||||
|
2021
Q2 | $583K | Sell |
|
|||||
|
2021
Q1 | $601K | Sell |
|
|||||
|
2020
Q4 | $567K | Sell |
|
|||||
|
2020
Q3 | $447K | Hold |
|
|||||
|
2020
Q2 | $471K | Sell |
|
|||||
|
2020
Q1 | $450K | Sell |
|
|||||
|
2019
Q4 | $789K | Buy |
|
|||||
|
2019
Q3 | $765K | Sell |
|
|||||
|
2019
Q2 | $777K | Sell |
|
|||||
|
2019
Q1 | $800K | Hold |
|
|||||
|
2018
Q4 | $698K | Buy |
|
|||||
|
2018
Q3 | $756K | Hold |
|
|||||
|
2018
Q2 | $713K | Hold |
|
|||||
|
2018
Q1 | $809K | Buy |
|
|||||
|
2017
Q4 | $674K | Buy |
|
|||||
|
2017
Q3 | $239K | Hold |
|
|||||
|
2017
Q2 | $247K | Hold |
|
|||||
|
2017
Q1 | $235K | Buy |
|