EverSource Wealth Advisors’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 | $549K | Buy |
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|
2025
Q1 | $278K | Buy |
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|
2024
Q4 | $173K | Buy |
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|
2024
Q3 | $157K | Buy |
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|
2024
Q2 | $143K | Buy |
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|
2024
Q1 | $121K | Buy |
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|
2023
Q4 | $98.1K | Buy |
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|
2023
Q3 | $83K | Buy |
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|
2023
Q2 | $65.6K | Buy |
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|
2023
Q1 | $56.1K | Buy |
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|
2022
Q4 | $60.6K | Buy |
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|
2022
Q3 | $39K | Buy |
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|
2022
Q2 | $28K | Sell |
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|
2022
Q1 | $30K | Buy |
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|
2021
Q4 | $24K | Buy |
|