Strait & Sound 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
Q1
Sell
2024
Q4
$251K Sell
2024
Q3
$287K Sell
2024
Q2
$281K Sell
2024
Q1
$317K Hold
2023
Q4
$284K Hold
2023
Q3
$235K Buy