Loring Wolcott & Coolidge Fiduciary 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
Q3 | $188K | Hold |
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|
2025
Q2 | $187K | Hold |
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|
2025
Q1 | $181K | Hold |
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|
2024
Q4 | $176K | Hold |
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|
2024
Q3 | $179K | Hold |
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|
2024
Q2 | $152K | Hold |
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|
2024
Q1 | $150K | Hold |
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|
2023
Q4 | $148K | Hold |
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|
2023
Q3 | $118K | Sell |
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|
2023
Q2 | $126K | Buy |
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|
2023
Q1 | $120K | Sell |
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|
2022
Q4 | $158K | Hold |
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|
2022
Q3 | $129K | Hold |
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|
2022
Q2 | $143K | Buy |
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|
2022
Q1 | $128K | Hold |
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|
2021
Q4 | $110K | Hold |
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|
2021
Q3 | $106K | Hold |
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|
2021
Q2 | $105K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $104K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $29K | Hold |
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|
2019
Q3 | $32K | Sell |
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|
2019
Q2 | $50K | Buy |
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|
2019
Q1 | $16K | Sell |
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|
2018
Q4 | $25K | Buy |
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|
2018
Q3 | $13K | Hold |
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|
2018
Q2 | $12K | Hold |
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|
2018
Q1 | $14K | Hold |
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|
2017
Q4 | $14K | Hold |
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|
2017
Q3 | $12K | Buy |
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|
2017
Q2 | $11K | Hold |
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|
2017
Q1 | $10K | Hold |
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|
2016
Q4 | $11K | Sell |
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|
2016
Q3 | $28K | Hold |
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|
2016
Q2 | $29K | Hold |
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|
2016
Q1 | $28K | Hold |
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|
2015
Q4 | $27K | Buy |
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|
2015
Q3 | $15K | Hold |
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|
2015
Q2 | $15K | Hold |
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|
2015
Q1 | $17K | Hold |
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|
2014
Q4 | $16K | Sell |
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|
2014
Q3 | $16K | Hold |
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|
2014
Q2 | $16K | Sell |
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|
2014
Q1 | $63K | Buy |
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|
2013
Q4 | $15K | Buy |
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