Financial Perspectives’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 | $106K | Buy |
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|
2025
Q2 | $77.6K | Hold |
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|
2025
Q1 | $76.7K | Hold |
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|
2024
Q4 | $69.9K | Hold |
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|
2024
Q3 | $67.9K | Hold |
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|
2024
Q2 | $59K | Hold |
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|
2024
Q1 | $66.7K | Sell |
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|
2023
Q4 | $65.6K | Hold |
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|
2023
Q3 | $56.2K | Hold |
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|
2023
Q2 | $59.7K | Buy |
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|
2023
Q1 | $58.9K | Hold |
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|
2022
Q4 | $64.3K | Hold |
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|
2022
Q3 | $52.5K | Buy |
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|
2022
Q2 | $49K | Hold |
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|
2022
Q1 | $53K | Hold |
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|
2021
Q4 | $45.4K | Hold |
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|
2021
Q3 | $44.1K | Hold |
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|
2021
Q2 | $43.4K | Sell |
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|
2021
Q1 | $290K | Buy |
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|
2020
Q4 | $40.7K | Hold |
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|
2020
Q3 | $31.4K | Hold |
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|
2020
Q2 | $33.1K | Hold |
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|
2020
Q1 | $28.8K | Hold |
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|
2019
Q4 | $39.7K | Buy |
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