Mission 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 | $1.06M | Buy |
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|
2025
Q2 | $855K | Sell |
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|
2025
Q1 | $862K | Sell |
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|
2024
Q4 | $815K | Sell |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $900K | Buy |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $804K | Sell |
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|
2023
Q3 | $703K | Buy |
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|
2023
Q2 | $722K | Sell |
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|
2023
Q1 | $722K | Sell |
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|
2022
Q4 | $791K | Sell |
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|
2022
Q3 | $694K | Buy |
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|
2022
Q2 | $750K | Buy |
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|
2022
Q1 | $784K | Sell |
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|
2021
Q4 | $693K | Buy |
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|
2021
Q3 | $665K | Sell |
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|
2021
Q2 | $1.08M | Sell |
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|
2021
Q1 | $1.2M | Buy |
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|
2020
Q4 | $1.04M | Sell |
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|
2020
Q3 | $918K | Buy |
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|
2020
Q2 | $628K | Sell |
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|
2020
Q1 | $600K | Buy |
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|
2019
Q4 | $818K | Sell |
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|
2019
Q3 | $900K | Buy |
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|
2019
Q2 | $893K | Buy |
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|
2019
Q1 | $807K | Buy |
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|
2018
Q4 | $616K | Sell |
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|
2018
Q3 | $719K | Buy |
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|
2018
Q2 | $647K | Buy |
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|
2018
Q1 | $711K | Sell |
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|
2017
Q4 | $728K | Buy |
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|
2017
Q3 | $586K | Hold |
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|
2017
Q2 | $605K | Hold |
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|
2017
Q1 | $577K | Hold |
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|
2016
Q4 | $586K | Buy |
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|
2016
Q3 | $531K | Hold |
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|
2016
Q2 | $552K | Sell |
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|
2016
Q1 | $551K | Buy |
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|
2015
Q4 | $511K | Sell |
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|
2015
Q3 | $468K | Sell |
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|
2015
Q2 | $519K | Buy |
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