Legacy Capital Wealth Partners’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $757K | Sell |
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|
2025
Q4 | $761K | Sell |
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|
2025
Q3 | $815K | Sell |
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|
2025
Q2 | $922K | Sell |
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|
2025
Q1 | $959K | Sell |
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|
2024
Q4 | $889K | Sell |
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|
2024
Q3 | $892K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $752K | Sell |
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|
2023
Q3 | $655K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $568K | Buy |
|