Mendel Money 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
Q2 | $734K | Sell |
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|
2025
Q1 | $730K | Hold |
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|
2024
Q4 | $665K | Sell |
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|
2024
Q3 | $659K | Sell |
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|
2024
Q2 | $583K | Hold |
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|
2024
Q1 | $659K | Sell |
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|
2023
Q4 | $551K | Sell |
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|
2023
Q3 | $476K | Buy |
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|
2023
Q2 | $435K | Buy |
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|
2023
Q1 | $409K | Sell |
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|
2022
Q4 | $456K | Hold |
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|
2022
Q3 | $373K | Buy |
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|
2022
Q2 | $384K | Sell |
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|
2022
Q1 | $419K | Buy |
|