Transcend Capital 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
Q3 | $684K | Buy |
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|
2025
Q2 | $547K | Sell |
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|
2025
Q1 | $665K | Buy |
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|
2024
Q4 | $574K | Sell |
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|
2024
Q3 | $580K | Sell |
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|
2024
Q2 | $507K | Sell |
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|
2024
Q1 | $581K | Sell |
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|
2023
Q4 | $500K | Buy |
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|
2023
Q3 | $400K | Buy |
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|
2023
Q2 | $421K | Buy |
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|
2023
Q1 | $358K | Buy |
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|
2022
Q4 | $312K | Sell |
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|
2022
Q3 | $265K | Buy |
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|
2022
Q2 | $288K | Buy |
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|
2022
Q1 | $303K | Buy |
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|
2021
Q4 | $203K | Buy |
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|
2021
Q3 | $202K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $228K | Sell |
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|
2020
Q4 | $214K | Buy |
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