Trifecta 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
Q2 | $113K | Hold |
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|
2025
Q1 | $112K | Buy |
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|
2024
Q4 | $89.6K | Hold |
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|
2024
Q3 | $87.1K | Hold |
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|
2024
Q2 | $75.6K | Hold |
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|
2024
Q1 | $85.6K | Hold |
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|
2023
Q4 | $70.9K | Hold |
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|
2023
Q3 | $60.8K | Sell |
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|
2023
Q2 | $95K | Sell |
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|
2023
Q1 | $102K | Hold |
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|
2022
Q4 | $112K | Buy |
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