Global Retirement Partners’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 | $492K | Sell |
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|
2025
Q2 | $529K | Buy |
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|
2024
Q4 | $392K | Sell |
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|
2024
Q3 | $412K | Buy |
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|
2024
Q2 | $345K | Buy |
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|
2024
Q1 | $297K | Buy |
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|
2023
Q4 | $243K | Buy |
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|
2023
Q3 | $138K | Buy |
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|
2023
Q2 | $129K | Sell |
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|
2023
Q1 | $135K | Buy |
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|
2022
Q4 | $133K | Buy |
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|
2022
Q3 | $129K | Buy |
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|
2022
Q2 | $94K | Sell |
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|
2022
Q1 | $98K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $55K | Hold |
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|
2021
Q2 | $54K | Buy |
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|
2021
Q1 | $53K | Sell |
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|
2020
Q4 | $58K | Sell |
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|
2020
Q3 | $46K | Buy |
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|
2020
Q2 | $48K | Buy |
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|
2020
Q1 | $34K | Sell |
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|
2019
Q4 | $51K | Sell |
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|
2019
Q3 | $61K | Hold |
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|
2019
Q2 | $61K | Sell |
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|
2019
Q1 | $56K | Buy |
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|
2018
Q4 | $30K | Buy |
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|
2018
Q3 | $15K | Hold |
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|
2018
Q2 | $14K | Hold |
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|
2018
Q1 | $16K | Sell |
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|
2017
Q4 | $20K | Buy |
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|
2017
Q3 | $8K | Sell |
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|
2017
Q2 | $27K | Sell |
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|
2017
Q1 | $27K | Sell |
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|
2016
Q4 | $30K | Buy |
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