Nicolet Advisory Services’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
Q4 | $2.06M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.71M | Sell |
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|
2024
Q3 | $1.71M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.5M | Buy |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.3M | Buy |
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|
2023
Q1 | $1.25M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $202K | Sell |
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|
2022
Q2 | $221K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $207K | Buy |
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|
2019
Q3 | $217K | Sell |
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|
2019
Q2 | $230K | Hold |
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|
2019
Q1 | $211K | Buy |
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