Great Diamond 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 | – | Sell |
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|
2025
Q2 | $201K | Sell |
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|
2025
Q1 | $225K | Sell |
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|
2024
Q4 | $213K | Sell |
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|
2024
Q3 | $225K | Sell |
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|
2024
Q2 | $495K | Sell |
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|
2024
Q1 | $615K | Hold |
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|
2023
Q4 | $509K | Sell |
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|
2023
Q3 | $445K | Sell |
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|
2023
Q2 | $493K | Sell |
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|
2023
Q1 | $489K | Sell |
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|
2022
Q4 | $555K | Sell |
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|
2022
Q3 | $497K | Buy |
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|
2022
Q2 | $546K | Buy |
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|
2022
Q1 | $517K | Buy |
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|
2021
Q4 | $443K | Buy |
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|
2021
Q3 | $421K | Sell |
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|
2021
Q2 | $418K | Sell |
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|
2021
Q1 | $425K | Buy |
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|
2020
Q4 | $377K | Buy |
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|
2020
Q3 | $279K | Buy |
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|
2020
Q2 | $219K | Sell |
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|
2020
Q1 | $307K | Buy |
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|
2019
Q4 | $355K | Buy |
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