Moody Lynn & Lieberson’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 | $575K | Sell |
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|
2025
Q2 | $619K | Buy |
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|
2025
Q1 | $607K | Buy |
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|
2024
Q4 | $552K | Buy |
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|
2024
Q3 | $535K | Sell |
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|
2024
Q2 | $467K | Hold |
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|
2024
Q1 | $529K | Hold |
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|
2023
Q4 | $438K | Hold |
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|
2023
Q3 | $375K | Buy |
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|
2023
Q2 | $376K | Hold |
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|
2023
Q1 | $371K | Sell |
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|
2022
Q4 | $453K | Hold |
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|
2022
Q3 | $370K | Sell |
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|
2022
Q2 | $427K | Hold |
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|
2022
Q1 | $462K | Buy |
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|
2021
Q4 | $387K | Sell |
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|
2021
Q3 | $379K | Buy |
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|
2021
Q2 | $363K | Sell |
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|
2021
Q1 | $364K | Hold |
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|
2020
Q4 | $340K | Hold |
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|
2020
Q3 | $262K | Hold |
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|
2020
Q2 | $276K | Sell |
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|
2020
Q1 | $296 | Sell |
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|
2019
Q4 | $7.64M | Sell |
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|
2019
Q3 | $8.5M | Buy |
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|
2019
Q2 | $7.96M | Sell |
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|
2019
Q1 | $7.44M | Sell |
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|
2018
Q4 | $6.57M | Sell |
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|
2018
Q3 | $7.54M | Sell |
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|
2018
Q2 | $8.7M | Buy |
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|
2018
Q1 | $9.74M | Sell |
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|
2017
Q4 | $10.4M | Sell |
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|
2017
Q3 | $8.81M | Sell |
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|
2017
Q2 | $13.7M | Buy |
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|
2017
Q1 | $6.83M | Sell |
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|
2016
Q4 | $7.77M | Sell |
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|
2016
Q3 | $7.33M | Sell |
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|
2016
Q2 | $7.85M | Sell |
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|
2016
Q1 | $7.75M | Sell |
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|
2015
Q4 | $7.53M | Sell |
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|
2015
Q3 | $6.76M | Sell |
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|
2015
Q2 | $6.91M | Sell |
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|
2015
Q1 | $9.56M | Buy |
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|
2014
Q4 | $8.03M | Buy |
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|
2014
Q3 | $5.9M | Sell |
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|
2014
Q2 | $6.05M | Sell |
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|
2014
Q1 | $5.52M | Sell |
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|
2013
Q4 | $8.12M | Buy |
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|
2013
Q3 | $4.7M | Sell |
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|
2013
Q2 | $4.48M | Buy |
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