Global Financial Private Client’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 | $247K | Buy |
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|
2025
Q2 | $235K | Buy |
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|
2025
Q1 | $229K | Buy |
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|
2024
Q4 | $203K | Buy |
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|
2024
Q3 | $195K | Hold |
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|
2024
Q2 | $170K | Hold |
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|
2024
Q1 | $190K | Buy |
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|
2023
Q4 | $152K | Hold |
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|
2023
Q3 | $130K | Hold |
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|
2023
Q2 | $138K | Hold |
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|
2023
Q1 | $138K | Hold |
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|
2022
Q4 | $150K | Hold |
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|
2022
Q3 | $126K | Hold |
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|
2022
Q2 | $137K | Hold |
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|
2022
Q1 | $148K | Hold |
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|
2021
Q4 | $125K | Buy |
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|
2021
Q3 | $30.5K | Hold |
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|
2021
Q2 | $30.4K | Hold |
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|
2021
Q1 | $30.1K | Hold |
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|
2020
Q4 | $28.1K | Hold |
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|
2020
Q3 | $21.6K | Hold |
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|
2020
Q2 | $22.5K | Sell |
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|
2020
Q1 | $28.6K | Hold |
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|
2019
Q4 | $41.1K | Buy |
|