Proficio Capital Partners’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 | $495K | Buy |
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|
2025
Q1 | $457K | Buy |
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|
2024
Q4 | $399K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $325K | Buy |
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|
2024
Q1 | $367K | Buy |
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|
2023
Q4 | $292K | Buy |
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|
2023
Q3 | $242K | Buy |
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|
2023
Q2 | $257K | Sell |
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|
2023
Q1 | $317K | Buy |
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|
2022
Q4 | $320K | Sell |
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|
2022
Q3 | $263K | Sell |
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|
2022
Q2 | $293K | Buy |
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|
2022
Q1 | $291K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $68K | Buy |
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|
2019
Q1 | $50K | Buy |
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|
2018
Q4 | $28K | Sell |
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|
2018
Q3 | $61K | Sell |
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|
2018
Q2 | $62K | Buy |
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|
2018
Q1 | $52K | Buy |
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|
2017
Q4 | $47K | Buy |
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|
2017
Q3 | $40K | Buy |
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|
2017
Q2 | $10K | Sell |
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|
2017
Q1 | $34K | Buy |
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|
2016
Q4 | $5K | Hold |
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|
2016
Q3 | $4K | Hold |
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|
2016
Q2 | $5K | Buy |
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|
2016
Q1 | $4K | Sell |
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|
2015
Q4 | $4K | Buy |
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