McKinley Carter Wealth Services’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 | $389K | Sell |
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|
2025
Q2 | $406K | Hold |
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|
2025
Q1 | $401K | Hold |
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|
2024
Q4 | $365K | Hold |
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|
2024
Q3 | $355K | Hold |
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|
2024
Q2 | $308K | Hold |
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|
2024
Q1 | $349K | Hold |
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|
2023
Q4 | $289K | Sell |
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|
2023
Q3 | $248K | Hold |
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|
2023
Q2 | $263K | Hold |
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|
2023
Q1 | $260K | Sell |
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|
2022
Q4 | $311K | Sell |
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|
2022
Q3 | $263K | Sell |
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|
2022
Q2 | $295K | Sell |
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|
2022
Q1 | $328K | Sell |
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|
2021
Q4 | $295K | Sell |
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|
2021
Q3 | $336K | Hold |
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|
2021
Q2 | $331K | Hold |
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|
2021
Q1 | $333K | Hold |
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|
2020
Q4 | $311K | Buy |
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|
2020
Q3 | $210K | Buy |
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|
2020
Q2 | $221K | Sell |
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|
2020
Q1 | $437K | Sell |
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|
2019
Q4 | $733K | Buy |
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|
2019
Q3 | $783K | Buy |
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|
2019
Q2 | $779K | Buy |
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|
2019
Q1 | $711K | Sell |
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|
2018
Q4 | $629K | Sell |
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|
2018
Q3 | $722K | Buy |
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|
2018
Q2 | $681K | Sell |
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|
2018
Q1 | $887K | Buy |
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|
2017
Q4 | $866K | Sell |
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|
2017
Q3 | $811K | Sell |
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|
2017
Q2 | $937K | Sell |
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|
2017
Q1 | $919K | Buy |
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|
2016
Q4 | $933K | Buy |
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|
2016
Q3 | $868K | Sell |
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|
2016
Q2 | $932K | Sell |
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|
2016
Q1 | $916K | Buy |
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|
2015
Q4 | $869K | Buy |
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|
2015
Q3 | $766K | Sell |
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|
2015
Q2 | $788K | Sell |
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|
2015
Q1 | $909K | Sell |
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|
2014
Q4 | $910K | Sell |
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|
2014
Q3 | $824K | Sell |
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|
2014
Q2 | $846K | Sell |
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|
2014
Q1 | $826K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $2.26M | Buy |
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|
2013
Q2 | $2.07M | Buy |
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