Prestige Wealth Management 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
Q2 | $149K | Buy |
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|
2025
Q1 | $82.5K | Sell |
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|
2024
Q4 | $77.8K | Hold |
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|
2024
Q3 | $75.6K | Hold |
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|
2024
Q2 | $65.7K | Sell |
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|
2024
Q1 | $83.1K | Sell |
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|
2023
Q4 | $82.9K | Buy |
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|
2023
Q3 | $56.7K | Sell |
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|
2023
Q2 | $68.6K | Buy |
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|
2023
Q1 | $58.8K | Buy |
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|
2022
Q4 | $59.1K | Buy |
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|
2022
Q3 | $44K | Sell |
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|
2022
Q2 | $50K | Sell |
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|
2022
Q1 | $86K | Buy |
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|
2021
Q4 | $74K | Sell |
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|
2021
Q3 | $76K | Hold |
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|
2021
Q2 | $75K | Sell |
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|
2021
Q1 | $124K | Buy |
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|
2020
Q4 | $108K | Sell |
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|
2020
Q3 | $97K | Buy |
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|
2020
Q2 | $77K | Buy |
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|
2020
Q1 | $38K | Buy |
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|
2019
Q4 | $34K | Hold |
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|
2019
Q3 | $37K | Hold |
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|
2019
Q2 | $37K | Hold |
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|
2019
Q1 | $34K | Sell |
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|
2018
Q4 | $48K | Buy |
|