Ken Fisher’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 | $491K | Buy |
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|
2025
Q1 | $401K | Buy |
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|
2024
Q4 | $339K | Buy |
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|
2024
Q3 | $221K | Sell |
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|
2024
Q2 | $298K | Sell |
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|
2024
Q1 | $501K | Buy |
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|
2023
Q4 | $348K | Sell |
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|
2023
Q3 | $374K | Buy |
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|
2023
Q2 | $379K | Buy |
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $235K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $738K | Sell |
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|
2021
Q4 | $660K | Buy |
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|
2021
Q3 | $216K | Buy |
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|
2021
Q2 | $201K | Sell |
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|
2021
Q1 | $242K | Sell |
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|
2020
Q4 | $287K | Sell |
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|
2020
Q3 | $228K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $241K | Sell |
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|
2019
Q3 | $288K | Buy |
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|
2019
Q2 | $288K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $208K | Sell |
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|
2018
Q3 | $315K | Sell |
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|
2018
Q2 | $785K | Buy |
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|
2018
Q1 | $214K | Sell |
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|
2017
Q4 | $388K | Buy |
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|
2017
Q3 | $279K | Buy |
|
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|
2017
Q2 | $286K | Sell |
|
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|
2017
Q1 | $297K | Sell |
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|
2016
Q4 | $316K | Buy |
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|
2016
Q3 | $273K | Sell |
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|
2016
Q2 | $316K | Buy |
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|
2016
Q1 | $298K | Sell |
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|
2015
Q4 | $345K | Buy |
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|
2015
Q3 | $217K | Sell |
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|
2015
Q2 | $232K | Sell |
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|
2015
Q1 | $267K | Sell |
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|
2014
Q4 | $288K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $228K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $220K | Buy |
|