Great Valley Advisor Group’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
Q2 | $746K | Buy |
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|
2025
Q1 | $732K | Buy |
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|
2024
Q4 | $649K | Sell |
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|
2024
Q3 | $657K | Sell |
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|
2024
Q2 | $598K | Buy |
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|
2024
Q1 | $498K | Buy |
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|
2023
Q4 | $398K | Buy |
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|
2023
Q3 | $329K | Sell |
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|
2023
Q2 | $357K | Sell |
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|
2023
Q1 | $547K | Buy |
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|
2022
Q4 | $389K | Sell |
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|
2022
Q3 | $359K | Sell |
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|
2022
Q2 | $402K | Buy |
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|
2022
Q1 | $270K | Buy |
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|
2021
Q4 | $231K | Sell |
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|
2021
Q3 | $225K | Buy |
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|
2021
Q2 | $221K | Buy |
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|
2021
Q1 | $219K | Sell |
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|
2020
Q4 | $209K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $230K | Buy |
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|
2019
Q3 | $220K | Buy |
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|
2019
Q2 | $221K | Sell |
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|
2019
Q1 | $228K | Buy |
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