FineMark National Bank & Trust’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 | $1.36M | Sell |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.32M | Sell |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $850K | Hold |
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|
2024
Q1 | $962K | Sell |
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|
2023
Q4 | $822K | Buy |
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|
2023
Q3 | $704K | Sell |
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|
2023
Q2 | $811K | Buy |
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|
2023
Q1 | $800K | Buy |
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|
2022
Q4 | $829K | Buy |
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|
2022
Q3 | $673K | Sell |
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|
2022
Q2 | $752K | Buy |
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|
2022
Q1 | $805K | Buy |
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|
2021
Q4 | $686K | Buy |
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|
2021
Q3 | $626K | Sell |
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|
2021
Q2 | $670K | Buy |
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|
2021
Q1 | $658K | Buy |
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|
2020
Q4 | $599K | Sell |
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|
2020
Q3 | $483K | Buy |
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|
2020
Q2 | $495K | Sell |
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|
2020
Q1 | $475K | Sell |
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|
2019
Q4 | $1.64M | Sell |
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|
2019
Q3 | $1.78M | Sell |
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|
2019
Q2 | $1.82M | Buy |
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|
2019
Q1 | $1.63M | Sell |
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|
2018
Q4 | $1.44M | Sell |
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|
2018
Q3 | $1.57M | Sell |
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|
2018
Q2 | $1.91M | Sell |
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|
2018
Q1 | $2.23M | Buy |
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|
2017
Q4 | $2.16M | Hold |
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|
2017
Q3 | $1.95M | Sell |
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|
2017
Q2 | $2.08M | Sell |
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|
2017
Q1 | $2.03M | Sell |
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|
2016
Q4 | $2.18M | Buy |
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|
2016
Q3 | $2.03M | Buy |
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|
2016
Q2 | $2.11M | Sell |
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|
2016
Q1 | $2.09M | Buy |
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|
2015
Q4 | $2.01M | Sell |
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|
2015
Q3 | $1.79M | Buy |
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|
2015
Q2 | $1.71M | Sell |
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|
2015
Q1 | $2.61M | Buy |
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|
2014
Q4 | $1.11M | Sell |
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|
2014
Q3 | $1.01M | Sell |
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|
2014
Q2 | $1.11M | Sell |
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|
2014
Q1 | $1.05M | Buy |
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|
2013
Q4 | $1M | Buy |
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|
2013
Q3 | $746K | Sell |
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|
2013
Q2 | $793K | Buy |
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