Stockman Wealth Management’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 | $521K | Buy |
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|
2025
Q2 | $498K | Hold |
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|
2025
Q1 | $492K | Hold |
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|
2024
Q4 | $449K | Hold |
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|
2024
Q3 | $436K | Sell |
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|
2024
Q2 | $380K | Hold |
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|
2024
Q1 | $430K | Buy |
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|
2023
Q4 | $355K | Sell |
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|
2023
Q3 | $324K | Hold |
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|
2023
Q2 | $345K | Sell |
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|
2023
Q1 | $346K | Buy |
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|
2022
Q4 | $375K | Sell |
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|
2022
Q3 | $310K | Hold |
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|
2022
Q2 | $342K | Buy |
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|
2022
Q1 | $347K | Buy |
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|
2021
Q4 | $291K | Hold |
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|
2021
Q3 | $283K | Hold |
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|
2021
Q2 | $279K | Hold |
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|
2021
Q1 | $280K | Sell |
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|
2020
Q4 | $285K | Buy |
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|
2020
Q3 | $201K | Hold |
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|
2020
Q2 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $255K | Hold |
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|
2019
Q3 | $277K | Hold |
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|
2019
Q2 | $278K | Sell |
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|
2019
Q1 | $261K | Sell |
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|
2018
Q4 | $241K | Sell |
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|
2018
Q3 | $272K | Buy |
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|
2018
Q2 | $201K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $301K | Sell |
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|
2015
Q3 | $295K | Buy |
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|
2015
Q2 | $265K | Hold |
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|
2015
Q1 | $296K | Buy |
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|
2014
Q4 | $286K | Buy |
|