Mascoma Wealth Management’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 | $24K | Hold |
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|
2025
Q2 | $23K | Hold |
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|
2025
Q1 | $22.7K | Hold |
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|
2024
Q4 | $20.7K | Buy |
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|
2024
Q3 | $15.7K | Hold |
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|
2024
Q2 | $13.6K | Hold |
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|
2024
Q1 | $15.4K | Hold |
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|
2023
Q4 | $12.8K | Hold |
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|
2023
Q3 | $10.9K | Hold |
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|
2023
Q2 | $11.2K | Sell |
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|
2023
Q1 | $202K | Buy |
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|
2022
Q4 | $161K | Hold |
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|
2022
Q3 | $131K | Sell |
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|
2022
Q2 | $147K | Hold |
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|
2022
Q1 | $159K | Buy |
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|
2021
Q4 | $134K | Hold |
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|
2021
Q3 | $130K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $129K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $28K | Hold |
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|
2019
Q1 | $26K | Sell |
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|
2018
Q4 | $37K | Hold |
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|
2018
Q3 | $40K | Hold |
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|
2018
Q2 | $37K | Hold |
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|
2018
Q1 | $42K | Hold |
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|
2017
Q4 | $45K | Buy |
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|
2017
Q3 | $23K | Sell |
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|
2017
Q2 | $35K | Buy |
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|
2017
Q1 | $33K | Hold |
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|
2016
Q4 | $33K | Buy |
|