Stiles Financial Services’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 | $707K | Buy |
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|
2025
Q2 | $675K | Sell |
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|
2025
Q1 | $679K | Sell |
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|
2024
Q4 | $627K | Sell |
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|
2024
Q3 | $622K | Buy |
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|
2024
Q2 | $531K | Sell |
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|
2024
Q1 | $635K | Hold |
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|
2023
Q4 | $526K | Buy |
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|
2023
Q3 | $449K | Buy |
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|
2023
Q2 | $473K | Buy |
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|
2023
Q1 | $465K | Buy |
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|
2022
Q4 | $507K | Buy |
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|
2022
Q3 | $413K | Sell |
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|
2022
Q2 | $490K | Buy |
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|
2022
Q1 | $528K | Buy |
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|
2021
Q4 | $427K | Buy |
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