U.S. Capital Wealth 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 | $17.6M | Buy |
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|
2025
Q2 | $16.6M | Buy |
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|
2025
Q1 | $16.4M | Buy |
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|
2024
Q4 | $14.7M | Sell |
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|
2024
Q3 | $14.7M | Buy |
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|
2024
Q2 | $12.7M | Buy |
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|
2024
Q1 | $13M | Sell |
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|
2023
Q4 | $11.3M | Buy |
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|
2023
Q3 | $9.31M | Buy |
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|
2023
Q2 | $9.44M | Buy |
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|
2023
Q1 | $8.72M | Buy |
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|
2022
Q4 | $8.29M | Sell |
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|
2022
Q3 | $6.91M | Buy |
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|
2022
Q2 | $7.11M | Sell |
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|
2022
Q1 | $14.3M | Buy |
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|
2021
Q4 | $10.8M | Buy |
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|
2021
Q3 | $10M | Buy |
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