High Note Wealth’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 | $1.01M | Hold |
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|
2025
Q1 | $995K | Sell |
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|
2024
Q4 | $907K | Buy |
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|
2024
Q3 | $881K | Buy |
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|
2024
Q2 | $765K | Sell |
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|
2024
Q1 | $868K | Buy |
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|
2023
Q4 | $715K | Hold |
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|
2023
Q3 | $614K | Sell |
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|
2023
Q2 | $654K | Buy |
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|
2023
Q1 | $644K | Buy |
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|
2022
Q4 | $698K | Buy |
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|
2022
Q3 | $461K | Sell |
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|
2022
Q2 | $516K | Hold |
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|
2022
Q1 | $557K | Hold |
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|
2021
Q4 | $477K | Hold |
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|
2021
Q3 | $463K | Hold |
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|
2021
Q2 | $456K | Buy |
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|
2021
Q1 | $426K | Buy |
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|
2020
Q4 | $335K | Buy |
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