Laurel Wealth Advisors (North Carolina)’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 | $138K | Buy |
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|
2025
Q1 | $36.5K | Hold |
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|
2024
Q4 | $33.2K | Hold |
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|
2024
Q3 | $32.3K | Hold |
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|
2024
Q2 | $28.1K | Hold |
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|
2024
Q1 | $31.8K | Hold |
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|
2023
Q4 | $26.3K | Hold |
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|
2023
Q3 | $22.5K | Hold |
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|
2023
Q2 | $24K | Hold |
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|
2023
Q1 | $23.7K | Hold |
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|
2022
Q4 | $25.9K | Hold |
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|
2022
Q3 | $21K | Hold |
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|
2022
Q2 | $23K | Hold |
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|
2022
Q1 | $25K | Hold |
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|
2021
Q4 | $22K | Hold |
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|
2021
Q3 | $21K | Hold |
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|
2021
Q2 | $21K | Hold |
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|
2021
Q1 | $21K | Hold |
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|
2020
Q4 | $19K | Hold |
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|
2020
Q3 | $15K | Hold |
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|
2020
Q2 | $16K | Sell |
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|
2020
Q1 | $17K | Buy |
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|
2019
Q4 | $21K | Hold |
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|
2019
Q3 | $23K | Buy |
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|
2019
Q2 | $21K | Sell |
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|
2019
Q1 | $21K | Hold |
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|
2018
Q4 | $18K | Buy |
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