IHT Wealth Management’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 | $1.73M | Sell |
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|
2025
Q1 | $1.73M | Sell |
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|
2024
Q4 | $1.61M | Sell |
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|
2024
Q3 | $2.72M | Buy |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $639K | Buy |
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|
2023
Q4 | $487K | Sell |
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|
2023
Q3 | $436K | Buy |
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|
2023
Q2 | $462K | Buy |
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|
2023
Q1 | $448K | Buy |
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|
2022
Q4 | $416K | Sell |
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|
2022
Q3 | $407K | Buy |
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|
2022
Q2 | $218K | Buy |
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|
2022
Q1 | $225K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $225K | Sell |
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|
2021
Q1 | $528K | Buy |
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|
2020
Q4 | $278K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $73K | Hold |
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|
2017
Q4 | $71K | Hold |
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|
2017
Q3 | $68K | Hold |
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|
2017
Q2 | $5 | Buy |
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|
2017
Q1 | $26K | Buy |
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|
2016
Q4 | $2K | Buy |
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