Jeppson 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
Q3 | $662K | Sell |
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|
2025
Q2 | $666K | Hold |
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|
2025
Q1 | $659K | Hold |
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|
2024
Q4 | $600K | Hold |
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|
2024
Q3 | $583K | Hold |
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|
2024
Q2 | $506K | Hold |
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|
2024
Q1 | $573K | Hold |
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|
2023
Q4 | $474K | Hold |
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|
2023
Q3 | $407K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $427K | Sell |
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|
2022
Q4 | $468K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $547K | Hold |
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|
2022
Q1 | $590K | Sell |
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|
2021
Q4 | $510K | Buy |
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|
2021
Q3 | $492K | Buy |
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|
2021
Q2 | $482K | Hold |
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|
2021
Q1 | $484K | Hold |
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|
2020
Q4 | $452K | Hold |
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|
2020
Q3 | $349K | Buy |
|