Journey Advisory Group’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 | $694K | Hold |
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|
2025
Q1 | $686K | Sell |
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|
2024
Q4 | $612K | Hold |
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|
2024
Q3 | $612K | Buy |
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|
2024
Q2 | $531K | Sell |
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|
2024
Q1 | $710K | Sell |
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|
2023
Q4 | $638K | Hold |
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|
2023
Q3 | $547K | Hold |
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|
2023
Q2 | $582K | Sell |
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|
2023
Q1 | $765K | Sell |
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|
2022
Q4 | $943K | Sell |
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|
2022
Q3 | $808K | Sell |
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|
2022
Q2 | $840K | Sell |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $962K | Sell |
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|
2021
Q3 | $1.04M | Hold |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $1.04M | Sell |
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|
2020
Q4 | $989K | Buy |
|