Strategic 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 | $116K | Sell |
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|
2025
Q2 | $212K | Buy |
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|
2024
Q4 | $203K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $296K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $84.4K | Sell |
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|
2019
Q2 | $1.5M | Sell |
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|
2019
Q1 | $1.52M | Buy |
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|
2018
Q4 | $1.17M | Buy |
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|
2018
Q3 | $1.23M | Buy |
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|
2018
Q2 | $1.03M | Sell |
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|
2018
Q1 | $1.24M | Buy |
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|
2017
Q4 | $1.09M | Buy |
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