Pinnacle Wealth Planning Services’s Travelers Companies TRV Stock Holding History

Pinnacle Wealth Planning Services’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	$234K	Buy
2025 Q1	$216K	Buy
2024 Q4	–	Sell
2024 Q3	$248K	Sell
2024 Q2	$219K	Buy
2024 Q1	$247K	Sell
2023 Q4	$205K	Buy
2023 Q1	–	Sell
2022 Q4	$203K	Buy
2021 Q1	–	Sell
2020 Q4	$94K	Buy