IMA Advisory Services’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 | $82.7K | Buy |
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|
2025
Q1 | $81.5K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $88.7K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $84.6K | Hold |
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|
2022
Q3 | $69K | Hold |
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|
2022
Q2 | $76K | Hold |
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|
2022
Q1 | $82K | Hold |
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|
2021
Q4 | $71K | Hold |
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|
2021
Q3 | $69K | Hold |
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|
2021
Q2 | $68K | Sell |
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|
2021
Q1 | $69K | Hold |
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|
2020
Q4 | $64K | Hold |
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|
2020
Q3 | $50K | Hold |
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|
2020
Q2 | $52K | Hold |
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|
2020
Q1 | $46K | Sell |
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|
2019
Q4 | $98K | Hold |
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|
2019
Q3 | $107K | Sell |
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|
2019
Q2 | $124K | Sell |
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|
2019
Q1 | $122K | Sell |
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|
2018
Q4 | $384K | Hold |
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|
2018
Q3 | $416K | Hold |
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|
2018
Q2 | $392K | Sell |
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|
2018
Q1 | $772K | Hold |
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|
2017
Q4 | $755K | Sell |
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|
2017
Q3 | $771K | Sell |
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|
2017
Q2 | $829K | Sell |
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|
2017
Q1 | $898K | Buy |
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|
2016
Q4 | $734K | Sell |
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|
2016
Q3 | $862K | Sell |
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|
2016
Q2 | $1.29M | Sell |
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|
2016
Q1 | $1.39M | Buy |
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|
2015
Q4 | $1.32M | Buy |
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|
2015
Q3 | $1.15M | Sell |
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|
2015
Q2 | $1.26M | Sell |
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|
2015
Q1 | $1.47M | Sell |
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|
2014
Q4 | $1.55M | Sell |
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|
2014
Q3 | $1.42M | Buy |
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|
2014
Q2 | $1.38M | Sell |
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|
2014
Q1 | $1.25M | Sell |
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|
2013
Q4 | $1.38M | Sell |
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|
2013
Q3 | $1.31M | Hold |
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|
2013
Q2 | $1.24M | Buy |
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