Focused 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
Q3 | $269K | Buy |
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|
2025
Q2 | $256K | Buy |
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|
2025
Q1 | $252K | Sell |
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|
2024
Q4 | $241K | Buy |
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|
2024
Q3 | $222K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $215K | Buy |
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|
2023
Q4 | $177K | Buy |
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|
2023
Q3 | $151K | Buy |
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|
2023
Q2 | $160K | Buy |
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|
2023
Q1 | $158K | Buy |
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|
2022
Q4 | $101K | Buy |
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|
2022
Q3 | $82K | Buy |
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|
2022
Q2 | $90K | Buy |
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|
2022
Q1 | $96K | Sell |
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|
2021
Q4 | $242K | Buy |
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|
2021
Q3 | $212K | Buy |
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|
2021
Q2 | $209K | Buy |
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|
2021
Q1 | $78K | Buy |
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|
2020
Q4 | $72K | Buy |
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|
2020
Q3 | $55K | Buy |
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|
2020
Q2 | $58K | Buy |
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|
2020
Q1 | $50K | Sell |
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|
2019
Q4 | $70K | Sell |
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|
2019
Q3 | $262K | Hold |
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|
2019
Q2 | $264K | Hold |
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|
2019
Q1 | $242K | Buy |
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|
2018
Q4 | $151K | Hold |
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|
2018
Q3 | $164K | Sell |
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|
2018
Q2 | $252K | Hold |
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|
2018
Q1 | $286K | Hold |
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|
2017
Q4 | $280K | Buy |
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|
2017
Q3 | $0 | Sell |
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|
2017
Q2 | $261K | Hold |
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|
2017
Q1 | $249K | Hold |
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|
2016
Q4 | $253K | Hold |
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|
2016
Q3 | $236K | Buy |
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|
2016
Q2 | $244K | Buy |
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|
2016
Q1 | $12K | Buy |
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|
2015
Q4 | $0 | Hold |
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|
2015
Q3 | $0 | Hold |
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|
2015
Q2 | $0 | Hold |
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|
2015
Q1 | $0 | Hold |
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|
2014
Q4 | $0 | Sell |
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|
2014
Q3 | $1K | Hold |
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|
2014
Q2 | $1K | Hold |
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|
2014
Q1 | $1K | Sell |
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|
2013
Q4 | $3K | Buy |
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|
2013
Q3 | $1K | Buy |
|