Pinnacle Wealth Management Advisory Group’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 | $965K | Hold |
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|
2025
Q2 | $925K | Buy |
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|
2025
Q1 | $913K | Buy |
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|
2024
Q4 | $822K | Buy |
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|
2024
Q3 | $790K | Buy |
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|
2024
Q2 | $666K | Buy |
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|
2024
Q1 | $748K | Buy |
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|
2023
Q4 | $614K | Buy |
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|
2023
Q3 | $479K | Sell |
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|
2023
Q2 | $539K | Sell |
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|
2023
Q1 | $583K | Buy |
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|
2022
Q4 | $567K | Buy |
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|
2022
Q3 | $439K | Sell |
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|
2022
Q2 | $507K | Buy |
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|
2022
Q1 | $492K | Hold |
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|
2021
Q4 | $421K | Buy |
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|
2021
Q3 | $363K | Hold |
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|
2021
Q2 | $358K | Buy |
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|
2021
Q1 | $327K | Sell |
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|
2020
Q4 | $345K | Sell |
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|
2020
Q3 | $288K | Sell |
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|
2020
Q2 | $315K | Sell |
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|
2020
Q1 | $282K | Sell |
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|
2019
Q4 | $392K | Hold |
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|
2019
Q3 | $425K | Hold |
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|
2019
Q2 | $428K | Hold |
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|
2019
Q1 | $392K | Buy |
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|
2018
Q4 | $326K | Sell |
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|
2018
Q3 | $392K | Buy |
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|
2018
Q2 | $361K | Sell |
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|
2018
Q1 | $479K | Sell |
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|
2017
Q4 | $475K | Sell |
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|
2017
Q3 | $441K | Sell |
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|
2017
Q2 | $462K | Sell |
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|
2017
Q1 | $465K | Hold |
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|
2016
Q4 | $472K | Hold |
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|
2016
Q3 | $442K | Sell |
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|
2016
Q2 | $513K | Buy |
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|
2016
Q1 | $479K | Hold |
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|
2015
Q4 | $463K | Sell |
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|
2015
Q3 | $424K | Sell |
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|
2015
Q2 | $435K | Sell |
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|
2015
Q1 | $617K | Buy |
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|
2014
Q4 | $604K | Buy |
|