HHM 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 | $1.34K | Hold |
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|
2025
Q1 | $1.32K | Hold |
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|
2024
Q4 | $1.21K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $654 | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $80K | Sell |
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|
2022
Q1 | $96K | Sell |
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|
2021
Q4 | $83K | Hold |
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|
2021
Q3 | $80K | Sell |
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|
2021
Q2 | $98K | Hold |
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|
2021
Q1 | $98K | Hold |
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|
2020
Q4 | $92K | Hold |
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|
2020
Q3 | $71K | Sell |
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|
2020
Q2 | $79K | Hold |
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|
2020
Q1 | $69K | Buy |
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