River Wealth Advisors’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 | $578K | Hold |
|
|||||
|
2025
Q1 | $571K | Sell |
|
|||||
|
2024
Q4 | $544K | Sell |
|
|||||
|
2024
Q3 | $604K | Buy |
|
|||||
|
2024
Q2 | $520K | Buy |
|
|||||
|
2024
Q1 | $589K | Buy |
|
|||||
|
2023
Q4 | $438K | Sell |
|
|||||
|
2023
Q3 | $385K | Buy |
|
|||||
|
2023
Q2 | $404K | Buy |
|
|||||
|
2023
Q1 | $398K | Buy |
|
|||||
|
2022
Q4 | $404K | Hold |
|
|||||
|
2022
Q3 | $330K | Sell |
|
|||||
|
2022
Q2 | $398K | Sell |
|
|||||
|
2022
Q1 | $450K | Sell |
|
|||||
|
2021
Q4 | $389K | Buy |
|
|||||
|
2021
Q3 | $363K | Buy |
|
|||||
|
2021
Q2 | $328K | Hold |
|
|||||
|
2021
Q1 | $330K | Sell |
|
|||||
|
2020
Q4 | $340K | Sell |
|
|||||
|
2020
Q3 | $284K | Sell |
|
|||||
|
2020
Q2 | $308K | Buy |
|
|||||
|
2020
Q1 | $247K | Sell |
|
|||||
|
2019
Q4 | $343K | Hold |
|
|||||
|
2019
Q3 | $373K | Sell |
|
|||||
|
2019
Q2 | $382K | Sell |
|
|||||
|
2019
Q1 | $378K | Sell |
|
|||||
|
2018
Q4 | $352K | Hold |
|
|||||
|
2018
Q3 | $382K | Sell |
|
|||||
|
2018
Q2 | $366K | Hold |
|
|||||
|
2018
Q1 | $415K | Sell |
|
|||||
|
2017
Q4 | $428K | Buy |
|
|||||
|
2017
Q3 | $373K | Buy |
|
|||||
|
2017
Q2 | $372K | Buy |
|
|||||
|
2017
Q1 | $343K | Buy |
|
|||||
|
2016
Q4 | $328K | Sell |
|
|||||
|
2016
Q3 | $319K | Buy |
|
|||||
|
2016
Q2 | $323K | Hold |
|
|||||
|
2016
Q1 | $317K | Buy |
|
|||||
|
2015
Q4 | $295K | Sell |
|
|||||
|
2015
Q3 | $261K | Buy |
|
|||||
|
2015
Q2 | $249K | Buy |
|
|||||
|
2015
Q1 | $262K | Buy |
|