Inlet Private 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
Q3 | $740K | Buy |
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|
2025
Q2 | $693K | Hold |
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|
2025
Q1 | $685K | Hold |
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|
2024
Q4 | $624K | Sell |
|
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|
2024
Q3 | $747K | Hold |
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|
2024
Q2 | $649K | Buy |
|
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|
2024
Q1 | $667K | Hold |
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|
2023
Q4 | $552K | Sell |
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|
2023
Q3 | $572K | Hold |
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|
2023
Q2 | $608K | Hold |
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|
2023
Q1 | $600K | Hold |
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|
2022
Q4 | $656K | Hold |
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|
2022
Q3 | $536K | Hold |
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|
2022
Q2 | $592K | Hold |
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|
2022
Q1 | $640K | Hold |
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|
2021
Q4 | $548K | Hold |
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|
2021
Q3 | $532K | Hold |
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|
2021
Q2 | $524K | Hold |
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|
2021
Q1 | $526K | Hold |
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|
2020
Q4 | $491K | Hold |
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|
2020
Q3 | $379K | Sell |
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|
2020
Q2 | $445K | Hold |
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|
2020
Q1 | $387K | Hold |
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|
2019
Q4 | $534K | Hold |
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|
2019
Q3 | $580K | Sell |
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|
2019
Q2 | $660K | Hold |
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|
2019
Q1 | $590K | Buy |
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|
2018
Q4 | $371K | Buy |
|