Mitchell & Pahl Private Wealth’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 | $900K | Sell |
|
|||||
|
2025
Q2 | $873K | Sell |
|
|||||
|
2025
Q1 | $879K | Sell |
|
|||||
|
2024
Q4 | $806K | Sell |
|
|||||
|
2024
Q3 | $818K | Sell |
|
|||||
|
2024
Q2 | $725K | Sell |
|
|||||
|
2024
Q1 | $821K | Sell |
|
|||||
|
2023
Q4 | $719K | Sell |
|
|||||
|
2023
Q3 | $619K | Sell |
|
|||||
|
2023
Q2 | $676K | Sell |
|
|||||
|
2023
Q1 | $688K | Sell |
|
|||||
|
2022
Q4 | $769K | Sell |
|
|||||
|
2022
Q3 | $651K | Sell |
|
|||||
|
2022
Q2 | $768K | Sell |
|
|||||
|
2022
Q1 | $878K | Sell |
|
|||||
|
2021
Q4 | $763K | Sell |
|
|||||
|
2021
Q3 | $749K | Sell |
|
|||||
|
2021
Q2 | $739K | Sell |
|
|||||
|
2021
Q1 | $746K | Sell |
|
|||||
|
2020
Q4 | $718K | Buy |
|