Heritage 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
Q2 | $55.4K | Sell |
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|
2025
Q1 | $157K | Sell |
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|
2024
Q4 | $151K | Sell |
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|
2024
Q3 | $239K | Buy |
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|
2024
Q2 | $39.4K | Sell |
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|
2024
Q1 | $355K | Buy |
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|
2023
Q4 | $293K | Buy |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $269K | Hold |
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|
2023
Q1 | $265K | Sell |
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|
2022
Q4 | $294K | Buy |
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|
2022
Q3 | $235K | Buy |
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|
2022
Q2 | $260K | Sell |
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|
2022
Q1 | $281K | Hold |
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|
2021
Q4 | $240K | Buy |
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|
2021
Q3 | $233K | Buy |
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|
2021
Q2 | $230K | Buy |
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|
2021
Q1 | $231K | Hold |
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|
2020
Q4 | $215K | Buy |
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|
2020
Q3 | $166K | Buy |
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|
2020
Q2 | $175K | Sell |
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|
2020
Q1 | $153K | Sell |
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|
2019
Q4 | $215K | Buy |
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|
2019
Q3 | $228K | Hold |
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|
2019
Q2 | $230K | Buy |
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|
2019
Q1 | $211K | Buy |
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|
2018
Q4 | $184K | Buy |
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|
2018
Q3 | $199K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $214K | Buy |
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|
2017
Q4 | $207K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $212K | Hold |
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|
2016
Q1 | $208K | Hold |
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|
2015
Q4 | $201K | Buy |
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