Lifeworks 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
Q2 | $559K | Sell |
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|
2025
Q1 | $556K | Sell |
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|
2024
Q4 | $507K | Sell |
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|
2024
Q3 | $535K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $620K | Buy |
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|
2023
Q4 | $480K | Buy |
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|
2023
Q3 | $403K | Sell |
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|
2023
Q2 | $445K | Sell |
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|
2023
Q1 | $442K | Sell |
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|
2022
Q4 | $809K | Sell |
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|
2022
Q3 | $1.03M | Sell |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.65M | Buy |
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