Ridgecrest 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 | $237K | Hold |
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|
2025
Q2 | $227K | Hold |
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|
2025
Q1 | $225K | Hold |
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|
2024
Q4 | $205K | Sell |
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|
2024
Q3 | $483K | Hold |
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|
2024
Q2 | $420K | Sell |
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|
2024
Q1 | $475K | Buy |
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|
2023
Q4 | $393K | Hold |
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|
2023
Q3 | $337K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $354K | Hold |
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|
2022
Q4 | $387K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $380K | Buy |
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|
2021
Q4 | $286K | Hold |
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|
2021
Q3 | $278K | Buy |
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|
2021
Q2 | $268K | Buy |
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|
2021
Q1 | $268K | Buy |
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