Mowery & Schoenfeld Wealth Management’s Travelers Companies TRV Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio TRV Stock Details TRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$211K	Hold
2025 Q1	$209K	Sell
2024 Q4	$194K	Buy
2024 Q3	$161K	Hold
2024 Q2	$140K	Buy
2024 Q1	$115K	Hold
2023 Q4	$95.1K	Buy