One Wealth Advisors’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 | $342K | Hold |
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|
2025
Q2 | $328K | Buy |
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|
2025
Q1 | $323K | Buy |
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|
2024
Q4 | $220K | Sell |
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|
2024
Q3 | $221K | Sell |
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|
2024
Q2 | $207K | Hold |
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|
2024
Q1 | $224K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $31.7K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $230K | Buy |
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|
2021
Q3 | $219K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $209K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $37K | Hold |
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|
2018
Q1 | $42K | Sell |
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|
2017
Q4 | $246K | Buy |
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