Quotient Wealth 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
Q3
$462K Sell
2025
Q2
$491K Sell
2025
Q1
$548K Sell
2024
Q4
$606K Sell
2024
Q3
$762K Sell
2024
Q2
$715K Buy
2024
Q1
$430K Buy