Evoke Wealth’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 | $685K | Buy |
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|
2025
Q2 | $620K | Buy |
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|
2025
Q1 | $369K | Buy |
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|
2024
Q4 | $282K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $77K | Buy |
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|
2022
Q2 | $81K | Sell |
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|
2022
Q1 | $98K | Sell |
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|
2021
Q4 | $528K | Buy |
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|
2021
Q3 | $512K | Sell |
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|
2021
Q2 | $585K | Buy |
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|
2021
Q1 | $509K | Buy |
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|
2020
Q4 | $142K | Sell |
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|
2020
Q3 | $162K | Buy |
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|
2020
Q2 | $157K | Sell |
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|
2020
Q1 | $257K | Buy |
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|
2019
Q4 | $258K | Sell |
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|
2019
Q3 | $287K | Buy |
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