Tanglewood Legacy 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 | $134K | Hold |
|
|||||
|
2025
Q1 | $132K | Hold |
|
|||||
|
2024
Q4 | $120K | Hold |
|
|||||
|
2024
Q3 | $117K | Hold |
|
|||||
|
2024
Q2 | $102K | Hold |
|
|||||
|
2024
Q1 | $115K | Hold |
|
|||||
|
2023
Q4 | $95.2K | Hold |
|
|||||
|
2023
Q3 | $81.7K | Hold |
|
|||||
|
2023
Q2 | $86.8K | Hold |
|
|||||
|
2023
Q1 | $85.7K | Hold |
|
|||||
|
2022
Q4 | $93.7K | Buy |
|