Henrickson Nauta Wealth Advisors’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 | $402K | Buy |
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|
2025
Q2 | $375K | Buy |
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|
2025
Q1 | $342K | Buy |
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|
2024
Q4 | $333K | Hold |
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|
2024
Q3 | $324K | Buy |
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|
2024
Q2 | $279K | Hold |
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|
2024
Q1 | $307K | Hold |
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|
2023
Q4 | $261K | Hold |
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $238K | Hold |
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|
2023
Q1 | $235K | Hold |
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|
2022
Q4 | $257K | Hold |
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|
2022
Q3 | $210K | Buy |
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|
2022
Q2 | $232K | Hold |
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|
2022
Q1 | $250K | Hold |
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|
2021
Q4 | $231K | Buy |
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