J.W. Cole 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 | $2.98M | Buy |
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|
2025
Q1 | $1.52M | Buy |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $959K | Sell |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $899K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $267K | Buy |
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|
2020
Q4 | $248K | Sell |
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|
2020
Q3 | $610K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $376K | Buy |
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