J.W. Coons 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 | $5.55M | Hold |
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|
2025
Q1 | $5.49M | Hold |
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|
2024
Q4 | $5M | Sell |
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|
2024
Q3 | $4.98M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $4.07M | Hold |
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|
2023
Q3 | $3.49M | Sell |
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|
2023
Q2 | $3.92M | Hold |
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|
2023
Q1 | $3.87M | Hold |
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|
2022
Q4 | $4.23M | Buy |
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|
2022
Q3 | $2.73M | Buy |
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|
2022
Q2 | $2.9M | Hold |
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|
2022
Q1 | $3.13M | Buy |
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|
2021
Q4 | $2.51M | Hold |
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|
2021
Q3 | $2.44M | Hold |
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|
2021
Q2 | $2.4M | Sell |
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|
2021
Q1 | $2.46M | Hold |
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|
2020
Q4 | $2.29M | Hold |
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|
2020
Q3 | $1.77M | Hold |
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|
2020
Q2 | $1.86M | Hold |
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|
2020
Q1 | $1.63M | Buy |
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