Golden State Equity 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 | $319K | Sell |
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|
2025
Q2 | $382K | Sell |
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|
2025
Q1 | $413K | Sell |
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|
2024
Q4 | $397K | Buy |
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|
2024
Q3 | $151K | Sell |
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|
2024
Q2 | $351K | Buy |
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|
2023
Q4 | $375K | Buy |
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|
2023
Q3 | $320K | Buy |
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|
2023
Q2 | $279K | Buy |
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|
2023
Q1 | $248K | Buy |
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|
2022
Q1 | $255K | Sell |
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|
2021
Q4 | $223K | Sell |
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|
2021
Q3 | $220K | Buy |
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|
2021
Q2 | $205K | Sell |
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|
2021
Q1 | $255K | Buy |
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|
2020
Q4 | $204K | Buy |
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