JFS Wealth 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
Q3 | $313K | Hold |
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|
2025
Q2 | $300K | Hold |
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|
2025
Q1 | $296K | Buy |
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|
2024
Q4 | $270K | Hold |
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|
2024
Q3 | $262K | Sell |
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|
2024
Q2 | $270K | Sell |
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|
2024
Q1 | $324K | Sell |
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|
2023
Q4 | $278K | Buy |
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|
2023
Q3 | $221K | Hold |
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|
2023
Q2 | $235K | Sell |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q4 | $250K | Buy |
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|
2022
Q3 | $162K | Sell |
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|
2022
Q2 | $188K | Buy |
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|
2022
Q1 | $189K | Buy |
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|
2021
Q4 | $150K | Buy |
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|
2021
Q3 | $139K | Buy |
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|
2021
Q2 | $48K | Buy |
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|
2021
Q1 | $48K | Sell |
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|
2020
Q4 | $49K | Buy |
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|
2020
Q3 | $34K | Buy |
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|
2020
Q2 | $36K | Buy |
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|
2020
Q1 | $31K | Buy |
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|
2019
Q4 | $43K | Hold |
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|
2019
Q3 | $46K | Buy |
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|
2019
Q2 | $47K | Buy |
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|
2019
Q1 | $43K | Sell |
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|
2018
Q4 | $46K | Buy |
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|
2018
Q3 | $40K | Buy |
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|
2018
Q2 | $38K | Hold |
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|
2018
Q1 | $43K | Sell |
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|
2017
Q4 | $66K | Buy |
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|
2017
Q3 | $38K | Buy |
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|
2017
Q2 | $39K | Sell |
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|
2017
Q1 | $38K | Hold |
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|
2016
Q4 | $38K | Buy |
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|
2016
Q3 | $35K | Buy |
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|
2016
Q2 | $13K | Sell |
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|
2016
Q1 | $13K | Buy |
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|
2015
Q4 | $12K | Buy |
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|
2015
Q3 | $10K | Sell |
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|
2015
Q2 | $14K | Sell |
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|
2015
Q1 | $16K | Buy |
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|
2014
Q4 | $15K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $5K | Buy |
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